InvoiceUpcoming

Bill the work, without rework.

GST-compliant billing that pulls billable hours from Projects—no exports, no re-entry.

Join the early list See planned features

Built for retainers and engagementsGST-ready workflows

Workplate Invoice

Acme ConsultingDraft

Compliance retainer—March₹85,000

Filing support₹22,500

GST (18%)₹19,350

Total₹1,26,850

Key features

What Invoice will do for your firm.

Move from approved work to collected revenue with fewer handoffs, stronger controls, and a clear view of receivables.

Invoice creation

Pull billable hours from Projects
GST-compliant invoice templates
Multi-currency support
Recurring invoices for retainers

Clients & rates

Per-client rate cards
Rates tied to signed engagement letters
Line-item editing with tax rules
Discounts, write-offs, and credit notes

Payments & tracking

Payment links—UPI, cards, and NetBanking
Partial payments and adjustments
Aging reports and overdue reminders
Auto-reconciliation with payments

Reporting

Revenue, receivables, and collections
Per-client profitability reports
Tax summaries for filing
Export to Tally / Zoho Books

One plate, all your work

Invoice is being built to connect.

Approved billable work from Projects will flow into billing on the same Workplate account—without another spreadsheet in between.

Projects CRM eSign AI Chat

Invoice FAQ

Questions about the upcoming Invoice module.

What is planned for billing, payments, and financial visibility—and how to get early access.

Is Workplate Invoice available today?

Invoice is upcoming. You can join the early list to receive product updates and be considered for early access as the module rolls out.

Will billable time flow in from Projects?

Yes, that connection is planned. Approved billable hours from Projects will be available for invoicing without exporting or re-entering the time.

Will Invoice support GST and multiple currencies?

The planned module includes GST-compliant templates, tax rules at line-item level, and multi-currency support for firms billing different kinds of clients.

What payment and receivables features are planned?

Planned capabilities include payment links for UPI, cards, and NetBanking; partial payments and adjustments; aging reports; overdue reminders; and payment reconciliation.

What reporting and accounting exports will be available?

The roadmap includes revenue, receivables, collections, client profitability, and tax summaries, together with exports to Tally and Zoho Books.

Get early access to Workplate Invoice.

Tell us how your firm bills today and be among the first to see the module as it takes shape.

Join the early list