Contractors told us they didn’t want to re-type line items, needed flexibility to bill partial amounts, and wanted an easier way to pass tracked expenses through to clients.
To solve this, Eano Pro now lets you create invoices directly from existing income and expense items, keeping your billing tightly connected to your project finances.
Read below or watch a quick preview here.
How to Build an Invoice from Income & Expenses
Open the Finances tab
Under Income or Expenses, click + New Invoice.
A new invoice draft will open.
Select Existing Financial Items
In the invoice builder, open the dropdown selector.
Choose from:
Scope-related income items (green)
Tracked expense items (red)
Select one or multiple items to include.
Review the Invoice
Review all line items pulled into the invoice.
Confirm pricing, descriptions, due date and totals.
Make any final adjustments, notes, attachments.
Send the Invoice
Deliver the invoice to your client as usual (email, client portal, or PDF).
Once sent, the invoice remains connected to the underlying financial data for tracking and reporting.
How This Helps You
Faster invoicing with minimal manual entry
More flexible billing, including partial payments
Better financial accuracy across your projects