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This article relates to the following pro-Forms modules: WORK MANAGER To create an invoice against a single job visit, start by going to the 'Visit Costs' tab against the visit: Clicking the 'Add Item' button will allow... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Form Views allow you to create customisable searches for you form submissions.  For example, If you have a field on your form called "Job Complete" with the... Read More

This article relates to the following pro-Forms modules: WORK MANAGER If a job involves multiple visits, pro-Forms® WORK MANAGER lets you combine all the associated costs into a single invoice rather than raising one per visit - useful for... Read More

This article relates to the following pro-Forms modules: WORK MANAGER When viewing an existing job, click on 'Visits' tab and then select the 'Visit Costing' tab. This will list all of the associated costs with the... Read More

We typically invoice customers on or around the 19th/ 20th of each month or the next nearest working day. Invoices are sent with payment terms of 30 days from the date of the invoice. All invoices are sent electronically from our Xero accounting... Read More

This article relates to the following pro-Forms modules: WORK MANAGER To submit an invoice to your accounting package, first locate the invoice using the search tool.  This can be accessed by clicking on the 'Invoices' option... Read More