Invoices in Projek provide a structured method for billing clients based on completed work, recorded time, or predefined project agreements. They serve as formal financial documents that outline services rendered, associated costs, and payment terms.
By connecting invoices directly to projects and tasks, Projek ensures accurate cost breakdown and financial transparency. This integration allows organizations to track billable work efficiently while maintaining alignment between operational activity and revenue generation.
Through defined statuses and payment tracking, invoice management supports financial accountability, improves cash flow visibility, and ensures proper documentation of transactions within each workspace.
An invoice is a financial document issued to a client that includes:
Client information
Invoice number
Issue date
Due date
List of billable items
Quantity and rate
Taxes or discounts (if applicable)
Total payable amount
Invoices formally request payment for services or products provided.
Invoices can be linked to:
Specific projects
Completed tasks
Logged time entries
Approved expenses
This linkage ensures that all billed amounts reflect actual recorded work and financial data.
Invoices move through defined stages such as:
Draft: Created but not yet sent.
Sent: Delivered to the client.
Paid: Payment received and recorded.
Overdue: Past the due date without payment.
Cancelled: Invalidated or withdrawn.
Tracking lifecycle stages helps monitor billing progress.
Access depends on workspace roles:
Owner: Full control over all invoices.
Manager: Create and manage invoices (if permitted).
Member: Limited or no invoice access.
Client: View assigned invoices only.
Role-based permissions ensure financial security and controlled access.
Effective invoice management helps organizations:
Ensure accurate billing
Monitor outstanding payments
Improve cash flow tracking
Maintain financial documentation
Strengthen client transparency
Invoices formalize project billing, connect operational work to revenue, and ensure structured financial tracking within Projek.