Start with the work behind the invoice
Keep the client, project and agreed scope together. Before preparing an invoice, review the work completed, the hours recorded and the amount agreed with your client. A consistent record gives both sides something clear to check.
Review the details before you send
Check the client information, line items, dates, currency and agreed payment terms. Invoice requirements vary by jurisdiction and transaction. Confirm the applicable requirements with your accountant; a PDF alone does not establish tax compliance.
Let Ezri prepare, then approve
EZ@Work brings clients, projects, tasks, time tracking and recorded income and expenses together. Ezri can prepare an invoice from recorded hours using supported actions. Review the proposed details before approving a change. Available features and usage depend on your plan.
Keep payment records useful
Review unpaid invoices and record payments as they arrive. Keep supporting documents with your records and use financial reports as a starting point for a review with your accountant. Recording an expense does not determine whether it is tax-deductible.
Put the ideas to work.
Explore clients, projects, tasks and time tracking in the demo.
Explore the demo ↗General information only, not tax or legal advice. Product features and usage depend on your plan.