Invoices & Payments
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With a seamless link from timesheet to bill, AffinityLive takes the hassle out of raising invoices & getting paid.
Easily create invoices from jobs, service issues, contracts & timesheets - and get paid for the work you actually do! You can also sync invoices to your main accounting package, instantly.
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Make project invoicing a breeze
Raising an invoice from a job or project can be time consuming and frustrating. Whether it is remembering to carry across the right amounts, or accurately looking up what has already been invoiced on a job, the unfortunate reality if that this important process is left to senior staff, who often put it off because it is such a pain.With AffinityLive, you have an integrated, straight through invoicing process, which takes you from approved timesheets to a generated invoice in just one screen. You can override amounts, invoice fixed amounts in advance (such as deposits) and easily see a history of what you've already billed for. AffinityLive makes project invoicing a breeze.
Easy invoicing from issues & contracts
Invoicing for the smaller support issues or service requests can be a big pain; while individually they might only account for small amounts of time, taken together they're an important source of revenue you shouldn't miss out on. Similarly, while invoicing retainers is often easier, the process of billing for going over allocated budgets is often a nightmare.AffinityLive changes all this, by making it quick and easy to invoice for service & support, as well as handling retainer renewal invoicing and billing for over-use. With its easy to use interface, flexibility to adjust or write off hours at the time of invoicing and links back to issue detail for invoice clarity, billing for recurring or frequent small work has never been easier.
Push invoices to your main accounts
While AffinityLive makes it easy to raise invoices from projects, issues and contracts, it isn't designed to replace your accounting system. Instead, AffinityLive is designed to push invoice information across to your main accounting system, with integrations into QuickBooks, Xero and Saasu.If your accounting system doesn't already integrate with AffinityLive, don't worry: you can also exports your invoices in both an MYOB specific format, as well as a more general CSV format compatible with many other accounting systems.
Show payment history for full CRM
While invoicing is great, knowing whether or not a client has actually paid you can be an important part of managing client service. If a client is too far overdue, perhaps you'll hold back some of your service delivery and support, or stop working on projects.To provide managers with the information they need in real time, AffinityLive also supports recording payments, either directly into AffinityLive, or by importing payments made in an integrated accounting package like Xero or Saasu.