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WorkflowMax Invoice Templates for Construction Industry

WorkflowMax Invoice Templates for Construction Industry

What’s the Issue

The construction industry has a very specific format in which progress claims need to conform.  Without the correct setup (including the use of custom print templates) WorkflowMax will not provide all of the  information required nor will the invoices be formatted as required.

In general terms the following information is required for each stage claimed:

  • Quoted Amount for stage
  • Percentage Complete (% and/or $)
  • Amount previously claimed (% and/or $)
  • Current claim (% and/or $)

How to Resolve

With some relatively minor changes WorkflowMax can output invoices in an acceptable format.   The process we have developed requires:

  1. An accepted quote (a specific format is required)
  2. Normal invoicing process with % complete being added to each item appearing on the invoice
  3. The use of a “smart” invoice template

An output similar to the image above can be expected.  The layout can be adjusted to meet specific requirements


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