So far we've focused on how you and your team can use AffinityLive to be more productive, organized and in control of the work you do for clients. But at the end of the day, your success in business comes down to making a profit - which brings us to budgets, approvals & invoices.
AffinityLive makes it easier than ever to keep an eye on budgets, not just on planned projects but also on smaller quotes and ad-hoc service issues too. Time and money is tallied in real time as staff do their work, and through the approvals process, you retain control, changing rates, billable vs non-billable time and more through intuitive user interfaces that also update in real time.
From here, it is just a few clicks to create an invoice, including tax & ledger codes, and then you can either send the invoice straight out of AffinityLive, or you can synchronise it with online accounting systems like Xero and Saasu.
Check out our video highlight for how the invoicing system works below, and for a walk through the whole budget-approval-invoice process, see the detailed guides below.
If you'd like a hand getting going or you've got questions, feel free to email our help team at email@example.com.
For most of us, invoicing is an unpleasant chore, work that is made all the more painful because it is so critical. AffinityLive makes it easier than ever - check out our videos to see how you can easily handle budgets, approve time, generate invoices and sync up with your accounting system.
Logging time through activities, setting and reviewing budgets, approving time and billable hours and then generating an invoice are all closely related in AffinityLive. To get a better handle on how these integrated parts of the product save you time and hassle, check out the following features and tutorials on our help website:
In the Jobs/Projects Module:
In the Issues/Service Module:
Of course, if you're stuck, you can always email us - contact our helpful support team at firstname.lastname@example.org.
AffinityLive makes it easy to turn the billable time that your staff log into invoices. However, you don't have to put a billable rate on everything. For example, if the job you're working on is all about time and not money - perhaps it is an interal project, or pro-bono - you can choose to track budgets using only hours.
Also, you can charge your clients on a fixed price basis, such as raising a 50% project deposit invoice, or you can "do-and-charge" as work is completed. Either way, you still get simple budget reports showing how well the team has kept to the budget for each part of the project.