Invoicing

Workstatus provides a straightforward invoicing feature that helps track billable hours and generate clear, professional invoices.
It supports detailed reporting, and smooth integration with time tracking, making it easier to manage billing and payments accurately.

Roles and Permissions:

Owner/Manager: They can Add/View Invoices.
Delivery Head: They can't Add/View Invoices.
Team Lead (User): They can't Add/View Invoices.
Department Head (User): They can't Add/View Invoices.
Project Manager (User): They can't Add Budgets, but they can View Budgets if enabled from Project Settings.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Don’t worry, creating Invoices within Workstatus is simple. Read out section below to learn more about what Invoices can do for you:

How to View Invoicing screen?

Step 1: Select Financials then Invoicing from the main navigation menu. We can see the headers as below:

Step 2: You will land on Invoicing page. Invoice listing page contains details of Invoice, Bar data, Filters, Search functionality, Add Invoice button ( User as Project Manager won't be able to see Add Invoice button ) and pagination feature.

Invoice Details

Here's a breakdown of Invoice details in Workstatus:

Invoice # / Title: A unique Invoice number and Title of the Invoice.
Client / Project: Client name and its associated project name.
Issue Date / Due Date: Start and End Date entered while creating Invoice .
Notes: Notes entered while creating or editing Invoice.
Status: Open, Paid and Overdue. Here, Open means your Invoice's end date is not passed, Overdue means your Invoice's end date is passed and Paid means your Invoice is Marked as Paid.
Amount: Amount entered in different currencies.

Search

The Search functionality on the Budget page lets you quickly find specific budgets by their name.

Filters

Here's a breakdown of Invoice Filters in Workstatus:

Search by : Contains Keyword, Amount and Status.
Sorting: Alphabetically, Invoiced Date, Due Date, Invoice Amount, Status (Both Ascending & Descending).
Date Filters: Invoice Created On and Invoice Due On.

To view Edit Invoice page, use this link: https://support.workstatus.io/en/article/edit-invoice-based-on-time-expense-d613c2/

Updated on: 10/04/2025