Invoicing

This article relates to the following pro-Forms modules: WORK MANAGER Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Xero' option. Clicking the 'Xero... Read More

This article relates to the following pro-Forms modules: WORK MANAGER If you require only one invoice per job, pro-Forms allows you to group costs for multiple visits.   When viewing a job, click on the 'Job Costing' tab: If a... Read More

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: WORK MANAGER pro-Forms® enables users to group a batch of draft invoices for a customer and merge these into an individual grouped invoice To do this, locate an existing draft... Read More

REFERRAL SCHEME We are pleased to be able to offer our Customers a Referral Scheme for friends and colleagues.  The scheme allows existing customers to give their unique code to friends and colleagues to use when they sign up for a 21 day Trial with... 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