Easy to Customize Invoicing for A/E Firms
Getting invoices out the door can be a frustrating and time-consuming ordeal. Factor makes it easier on you in many ways, with an invoice preparation guide and custom templates that show exactly what your clients need. We even integrate with QuickBooks Online to keep your books in order.
Prepare invoices in just a few clicks and take the effort, headaches, and guesswork out of invoicing.
Guided Invoice Preparation
Our invoice preparation guide takes all the information about your project budgets, time entries, and expenses, and makes it easy to see what's ready to bill. This allows you to quickly create an invoice for your project, whether fixed fee or hourly, and add exactly the right line items.
Custom Invoice Design
Getting payment from clients is often attributed to showing them an invoice the way they expect to see it. Factor allows you to design your invoice with your branding and customize how line items are presented to each client. We've created several templates to get you started, and you can modify them in our invoice designer for future use.
2-Step Approval Workflow
At Factor, we always aim for simplicity, but we don't want to skip steps when it comes to approval. You can choose to use our simple checkpoint system to draft and approve timesheets, expenses, and invoices, so what ends up going to clients is precisely what they should see and authorize for payment.
QuickBooks Integration
If you use QuickBooks Online, our invoice process is tightly integrated to ensure your accounts stay up-to-date. Once invoices are approved and sent, QuickBooks picks them up so you can track receivables and keep your accounting clean.
