Prepare invoices in just a few clicks and take the effort, headaches, and guesswork out of invoicing.
Guided invoice preparation
Custom invoice design
2-step approval workflow
Real-time QuickBooks integration
Guided invoice preparation
Custom invoice design
2-step approval workflow
Real-time QuickBooks integration
Our invoice preparation guide takes all the information about your project budgets, time entries, and expenses, and makes it easy to see what's ready to bill. This allows you to quickly create an invoice for your project, whether fixed fee or hourly, and add exactly the right line items.
Getting payment from clients is often attributed to showing them an invoice the way they expect to see it. Factor allows you to design your invoice with your branding and customize how line items are presented to each client. We've created several templates to get you started, and you can modify them in our invoice designer for future use.
At Factor, we always aim for simplicity, but we don't want to skip steps when it comes to approval. You can choose to use our simple checkpoint system to draft and approve timesheets, expenses, and invoices, so what ends up going to clients is precisely what they should see and authorize for payment.
If you use QuickBooks Online, our invoice process is tightly integrated to ensure your accounts stay up-to-date. Once invoices are approved and sent, QuickBooks picks them up so you can track receivables and keep your accounting clean.
Schedule a demo with one of our experts and see how Factor addresses the needs of your A/E firm without being overly complex.
Schedule a demo with one of our experts and see how Factor addresses the needs of your A/E firm without being overly complex.
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