Skip links

Resources Shop

We help make business a path to a better life.

WorkflowMax and Xero Month-end Process

WorkflowMax and Xero Month-end Process

$201.25 (including GST)

Step by step instructions to ensure all time and costs are billed at month-end and that WorkflowMax and Xero match.

From pre-invoicing to post-statements.

WorkflowMax Custom Invoice

WorkflowMax Custom Invoice

$57.50 (including GST)
WorkflowMax Custom Quote

WorkflowMax Custom Quote

$57.50 (including GST)
WorkflowMax Progress Claim Invoice Horizontal

WorkflowMax Progress Claim Invoice Horizontal

$57.50 (including GST)

This template is designed to be used with a “quoted” invoice type; where there is an accepted quote on the job and you’re invoicing based on the quoted amounts.

This template is ready to go once you upload your logo, or you can format it further as you wish.

WorkflowMax Progress Claim Invoice Vertical

WorkflowMax Progress Claim Invoice Vertical

$57.50 (including GST)

This template is designed to be used with a “quoted” invoice type; where there is an accepted quote on the job and you’re invoicing based on the quoted amounts.

This template is ready to go once you upload your logo, or you can format it further as you wish.

PDF Compatible Fonts

Xero Basics Workbook

$166.75 (including GST)

Step by step instructions to ensure all time and costs are billed at month-end and that WorkflowMax and Xero match.

From pre-invoicing to post-statements.

Xero Custom Invoice Template Ready to use

Xero Custom Invoice

$46.00 (including GST)

This Xero custom invoice template is already to go just how it is – just add your logo and make sure your organisation details are correct in Xero