The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Timesheet and invoice integration allows everyone to work in one place. You can cut waste spent on invoicing with synchronized time tracking, projects, and billing, making your business financials more streamlined.
Connect your accounting software with Accelo so your accounting team can have a live view of what has and has not been invoiced without having to access a separate system. Eliminate the guessing game and start automatically turning your billable hours into invoices. With integrated online payment processing, you make it easy for clients to make payments and thus, your business gets paid faster.
Using these Invoice & Payment help guides, you can:
Track billable work against client Projects, Tickets and Retainers, and easily Invoice within each of your Modules. As Invoices and payments are recorded, this information can be seen in the company activity feed.
Easily show details of any logged activities against an Invoice. If a client asks for Invoice details, with a click of a button you choose to include details on your Invoice of any logged details against tasks or milestones. You can even see the full history of client email conversations on the Invoice activities tab.
Customized invoicing features are attached to each Module to help you turn your billable time into invoices.
Or create generic invoices directly from a company or contact record, should you not want to create directly against a module. Please note: when creating an Invoice from a Company or Contact record, you will need to manually add your own line items to the invoice.
To learn about invoicing for each module, use the sub-navigation on the side menu.