From approved work to payment
Turn tracked work into client-ready invoices.
Create invoices from approved project work or free-form items. Add taxes and discounts, send professional PDFs, record payments, schedule recurring invoices, and give clients a focused public view.
Get startedWhat your team can do
The workflow, with the details in place.
Invoices from project hours or flexible items
Taxes, discounts, PDFs, email delivery, and activity logs
Manual, partial, and Stripe card payments
Recurring schedules, reminders, and public invoice views
What changes
More control, with less reconstruction.
These connected results show how client invoicing carries useful context from the first action through the wider operating workflow.
Faster invoice preparation
Approved project hours and client details flow into invoice review with less reconstruction.
A clearer client experience
Public invoice views present the relevant work, amounts, dates, and status in one place.
Better payment visibility
Invoice states, reminders, and payment records make follow-up easier to coordinate.
Connected in WorkMentor
Built to move with the rest of WorkMentor.
The same people and work records continue into these connected product areas, so each handoff keeps the context your team already created.
Client invoicing
From approved work to payment
Projects and timesheets
Plan projects, assign teams, capture time, review hours, and keep delivery connected to client work.
Accounting and expenses
Manage expenses, vendors, petty cash, supporting files, permissions, and operational reports.
People operations
Profiles, roles, documents, reporting lines, locations, and employee lifecycle data stay connected.