WorkflowMax have just released a new User Interface (UI) that offers a refreshed approach to invoicing allowing you to incorporate folders into invoices to achieve a more tailored invoice presentation for your clients.
The invoice folders functionality allows users to invoice based on pre-existing WorkflowMax quote and job folders. This means that users can now go from quotes through to invoicing with a continuation of folder structure along every phase of your job, including reporting capability by folder.
Therefore, businesses will be able to develop meaningful and straightforward invoices for their customers while keeping track of key information and the project’s overall financial position.
The granularity of folders in WorkFlowMax means users can utilize folders throughout all stages of their projects from start to finish, rather than exclusively in a job or quote.
At Business Continuum, we have recommended using job and quote folders to allow our clients to clearly segment and carry out their job workflow, maximizing the customer experience.
If you aren’t already taking advantage of existing folders in WorkFlowMax and would like advice on how invoice folders could improve the efficiency of your business, contact us for a free discovery session.