The invoice is the last link in the chain, not a separate document
If the invoice is raised outside the system, the link between quoted, spent and billed is broken. So is the only chance for project profitability to show itself without being assembled by hand.
Paid is a toggle on the list, and the payment date is written automatically.
An invoice raised from a quote names it as the source, so the comparison is always to hand.
The invoice belongs to a project, so revenue and costs meet in the same place.
A code carrying the account, reference and amount means the client pays in one scan.
Invoicing for construction and field service firms
Most construction firms raise invoices in an accounting package that knows nothing about the project. The result is familiar: revenue in one system, labour and material costs in another, and project profitability assembled by hand if at all.
RelayPlan Invoices keeps the issued invoice where the work happens. Line items come from the accepted quote, the invoice is tied to a cost centre, and payment status is tracked on the list with its payment date.
Because revenue and costs hang off the same cost centre, project profitability is visible without reconciling between systems. The payment QR code on the document shortens the path to being paid, which on construction payment terms is worth something on its own.
Invoice number · client · source quote number · product and service lines · net, subtotal and VAT · total · issue and due dates · payment status and payment date · date sent · PDF document with a payment QR code.
Everything the Invoices module does
From one invoice per project to regular monthly billing by phase.
Your first invoice in four steps
If the quote already exists, the invoice is a few clicks.
In the Quotes and invoices module, choose Issued invoices.
From an accepted quote or from scratch, with a client and a cost centre.
Net, VAT and the total recalculate as you go.
Send the invoice, then mark it paid on the list when the money arrives.
Stronger with every module you turn on
Invoices close the path that began with a quote and ran through the work on site.
See all solutions →An invoice is raised from an accepted quote with its line items.
Revenue belongs to the same cost centre as the costs.
The buying side of the project meets the selling side in one place.
Billed services compare against the hours actually worked.
Invoices — frequently asked questions
Bill from where the work happens.
Start free and tie your first invoice to a project today.