Salesforce AppExchangeAccelerate invoicing
PK4 TimeTracker Invoicing Add-On
Accelerate invoicing with PK4 TimeTracker’s Invoicing Add-On! Automatically generate and customize invoices from tracked time, sync with QuickBooks Desktop, and streamline payment tracking.
Fast, Integrated, Accurate
Speed up your invoicing workflow
Our Invoicing Add-On lets you automatically create and send professional invoices (based on the time tracked by your team members) and then track payments against those invoices. You have the flexibility to add / modify the invoices before they are sent out to your customers. Our integration with QuickBooks Desktop ensures that invoices are seamlessly synced across, saving time and effort.
Client Invoicing
Client-Based Billing for Service Agencies
Automatically generate monthly invoices for consulting, design, or support services based on time entries and materials used for each client.
Project Invoicing
Project-Based Billing for Contractors
Create accurate, itemized invoices for labor and materials used on specific projects, including tax calculations and adjustments.
Recurring Invoicing
Recurring Invoices for Managed Services
Easily set up recurring invoices for ongoing services like IT support, including monthly or custom intervals and flexible payment tracking.
Combined Billing
Product & Service Combination Billing
Track and invoice both time-based services and products, consolidating these into a single, customized invoice per account.
Invoicing Integration Guide
How to integrate PK4 Invoicing Add-On?
To integrate the PK4 Invoicing Add-On with Salesforce, start by installing it from the Salesforce AppExchange, then configure settings like currency, tax rates, and payment terms to match your company’s invoicing policies. Customize invoice templates with your branding and map billable time, project tasks, and expenses to ensure accurate billing. Set up approval workflows for efficient invoice reviews, and test the integration by generating a sample invoice to verify functionality. Finally, provide a brief training for your team on creating, sending, and managing invoices directly within Salesforce.
It automatically generates invoices based on tracked time entries, materials, and your chosen billing frequency.
Yes, you can review and edit invoices. Totals and taxes update automatically based on changes.
Absolutely! Use Salesforce templates to add logos, addresses, and colors.
Yes, it syncs invoices with QuickBooks Desktop for streamlined accounting.
Yes, the add-on allows you to apply and track received payments directly against the invoices for better record-keeping.
You can set up simple percentage-based tax and surcharge configurations, which are automatically applied to invoices.
Only users who manage or access invoicing functions require the additional add-on module.
Yes, TimeTracker combines time entries and materials under a single account into one comprehensive invoice.
Yes, you can set invoices to send automatically at custom intervals, such as monthly or quarterly, depending on your client agreements.
Absolutely! It captures both time-tracked data and any associated materials, consolidating them into one invoice for streamlined billing.
Streamline Your Billing with PK4 Invoicing!
Automate invoicing, track billable time, and ensure accuracy—all within Salesforce. Ready to simplify your billing process?