Invoicing

Stop creating invoices in Word and Excel and save hours on invoicing! With WorkTrek, you can generate invoices for your work orders in just a few clicks and minimize errors by pulling accurate data directly from work orders.

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Create invoices in a couple of clicks

Invoice multiple work orders at once or a single work order.
Bill for services, labor, parts, additional expenses from work 
orders, or include non-work order expenses. Apply predefined price markups, discounts, and tax rates to ensure consistency
& compliance. Apply pricing terms from the catalog or contract.

Get a high-level overview of your invoicing

Quickly access invoicing data to see:

  • Work orders already invoiced
  • Work orders pending invoicing
Ensure you never forget to invoice your work orders, with
all invoice records securely stored and easily accessible.

Keep your invoices aligned with your company’s look and feel

Send custom branded invoices from WorkTrek in PDF, Word, and Excel formats. Easily create and send invoices that showcase your brand. Customize the design, add your logo, fonts, colors, and send them directly from your work email—all within WorkTrek.

Integrate with leading accounting
software using WorkTrek REST API

Build and push your invoices effortlessly to your preferred accounting tool, including Xero, QuickBooks, Exact, Sage, Pantheon and more.