Wise Proforma Invoicing

Wise Proforma Invoicing is an extension to Wise Jobs. Proforma invoicing enables project managers to review, edit, and approve billable hours and costs that will be invoiced for a specific period before the final sales invoice is created.

Wise Proforma Invoices

In short

  • Proforma invoices are created before the creation of sales invoices, enabling project managers to review and approve prices, discounts, and number of hours to be invoiced.
  • Allows for cancelling and transferring hours to the next billing period.
  • Makes it possible to create proforma invoices for a specific period, customer, job, or using other filters.
  • After a proforma invoice has been approved by a project manager, a sales invoice is created based on the proforma invoice.
  • The system contains several roles that give project managers a better overview of their jobs and related proforma invoices.
  • Setup wizard is included.