Invoice from the work,
and get paid faster
Turn tracked time into invoices linked to the work, send them from ProCharted or your own mailbox, show them in the client portal and record payments, all in one place.
A clean invoice in minutes
Add services, quantities and rates, apply discounts and your default tax rate, and the totals calculate themselves. Bill one client or several on the same invoice.
- Up to 8 clients on one invoice
- Default tax rate applied automatically
- Warns when an invoice number is already used
Every line tied to a work item
Each invoice line can point to a work item, and tracked time links itself. On the work item, the Billing box shows what is billed, what is paid and what is still unbilled.
- Unbilled time added in one click
- Billed, paid and unbilled on the work item
- Time already invoiced is never offered again
Send it the way you prefer
Send the invoice PDF from a ProCharted no-reply address or from your own connected mailbox, show it in the client portal, and keep it in sync with QuickBooks Online.
- No-reply sending with the PDF attached
- Show in the client portal
- Two-way QuickBooks Online sync
See what is paid, owed and overdue
Record payments against the invoice and see revenue, outstanding and past-due amounts at a glance. Your logo, notes and footer appear on every invoice.
- Payments recorded on the invoice
- Revenue, outstanding and past due at a glance
- Your logo, notes and footer on every invoice
Bill every hour you worked
from time entry to payment.