Income

The Income area is where you set up everything Werx needs before you can bill a customer. It starts with your customer list, the people and companies you send estimates and invoices to, and your catalog, the reusable price book of the products and services you sell. Set these up once and your estimates and invoices stay consistent from job to job. Werx can also sync both your customers and your catalog items to QuickBooks Online, so the same details never have to be entered twice. Once your customers and catalog are in place, you are ready to build estimates, send invoices, and record the payments that come in.