WorkMade offers robust invoicing tools to help you manage your business transactions with ease.
Automated Invoicing 🤖
Create and send professional invoices quickly.
Recurring Invoices 🔁
Set up recurring invoices for regular clients, complete with automated reminders and due dates.
Multiple Payment Options 💰
Accept payments via credit/debit cards, bank transfers, wire transfers, and checks. You can also allow clients to add tips.
Customizable Invoice Details 🧙
Add detailed line items, optional messages, and attachments or links to your invoices.
Easy Contact Management ☎️
Save and manage client contact details for future use.
Draft and Preview ✍️
Save invoices as drafts and preview them before sending to ensure accuracy.
Create An Invoice
Open the WorkMade app and navigate to the Balance screen
Click the "+" button
Tap "Invoices"
Tap "Add +"
Add an optional Invoice Title and edit the Invoice ID to match your records
Enter a new company/client name and email address
When you create a contact, you can also use these contacts in the address book for future invoices
Set scheduling which can be either:
One Time
or, Recurring with each having send dates, due dates, and automated reminders before the due dates
Add an optional message
Choose the Due date
Adding Items
Tap "+ Add Item" to add another line
Add quantity if applicable
Selecting Payment Options
Select the Payment methods you’d like to provide your client:
Credit or debit card: 2.9% + 30¢ per invoice
Pay by Bank: 1% with a minimum of $1 per transaction
Wire Transfer: 1% with a minimum of $1 per transaction
Check: No-Fee
You can turn off all payment options if your client pays you via direct deposit or uses additional payment methods on their behalf.
Tips
You can also add an option for a tip from your client which will give them the option to tip you.
The tip will be charged at the same rate as the payment option your client accepts.
Tips are only available on card and pay by bank transactions.
Adding Attachments or Links
If applicable, upload an attachment or links
Preview and Send
Click next once a recipient, amount, and schedule has ben sent
Before sending your invoice, select Preview in the bottom left-hand corner to view your invoice as your customer will see it.
Note: You can also click Save as Draft to save the current version to work on later
Click Send once you’ve completed the preview