Types of Invoices

On WebWork, you can create two types of invoices: custom and hour-based.

On a custom invoice, you have to enter details manually. On hour-based invoice, you can also apply filters like members, projects, and date.

Creating a custom invoice

To create a custom invoice:

• In your dashboard, go to Finances > Invoices 
• Click Create Invoice in the top-right
• Choose Custom invoice in the drop-down menu

On the Create Invoice page, you can enter the details of your invoice, including:

• Date: the creation date of the invoice
• From: the details of the invoice creator, including name, email, and address
• Bill to: the details of the invoice addressee. In the Name field, you can add client details so later you can select and autofill them with one click
• Items: the details of the invoice’s payable items, including description, quantity, and price

You can toggle additional settings for the invoice in the top-right of the Create Invoice page. These include:

• Notes: if you want to add a note at the bottom of the invoice
• Accept Payment: if you want to make the invoice payable. When you enable this function, the client will be able to pay with a click directly from the invoice.

Note: to use the Accept Payment feature, you need to connect a Stripe payment profile to your WebWork account.

Generating an hour-based invoice

Hour-based invoices allow you to bill your clients for the amount of hours you or your team worked for them.

To generate an hour-based invoice,

• In your dashboard, go to Finances > Invoices 
• Click Create Invoice in the top-right
• Choose Hour-based invoice in the drop-down menu

On the right of the Create Invoice page, you can select several filters to generate your hour-based invoice. This includes:

• Members

• Projects

• Date

Note: If you leave the Members and Projects filters blank, all members and projects of the selected date will be added automatically. The Date filter will be automatically set to This Week.

After selecting your filters, click Generate to create your invoice. You can check the Member, Project, and Description boxes to add them to the invoice for adding more information.

Viewing your invoices

To view your invoices:

• In your dashboard, go to Finances > Invoices 

Here you can see all of your invoices and their key details, including:

• Date
• Bill to
• Total amount
• Status

You can filter your invoices by their Status. These include:

• Draft
• Pending
• Marked as Paid
• Paid

You can also filter invoices by date to see invoices created in a set date range.

Editing the status of an invoice

After creating or generating an invoice, you can click Save as Draft on the right of the Create Invoice page to assign the Draft status to it. If you click Save & Share and choose a sharing option, the invoice will be marked as Pending.

If your client pays an invoice through WebWork, it will be marked as Paid. If they pay outside of WebWork, you can assign it a Marked as Paid status manually.