Efficient invoicing & cash flow

Effective Invoicing and Cash Flow

TeamPoint allows you to speed up your cash flow with quick, professional invoicing—straight from the platform, using your own branded design. As a leading software for invoicing, TeamPoint helps you turn completed jobs into revenue in minutes.

Quick cash flow is the lifeblood of any business. The faster you invoice, the faster you get paid—and the more agile your business becomes. TeamPoint is trusted by UK contractors as a reliable cashflow management software solution, helping businesses move faster, reduce admin, and win more jobs.

📹 Training in Focus: “Creating Invoices from Jobs”

“As soon as the job is completed in the field by our engineer… TeamPoint would automatically… raise the invoice and send it straight out to a customer.”

The Step-by-Step Method Is Simple:

• Job is marked complete, including photos and client signature

• Office staff optionally review and approve

• Move job to “Ready to Invoice”

• Hit Invoice — done in seconds, with a branded PDF sent immediately

The result? Invoices are generated automatically—often within minutes of job completion—keeping cash moving and disputes to a minimum.

1. Invoicing Within Minutes

Your team finishes a job in the field. Before and after photos—plus client signatures—are uploaded in the app. Once flagged complete, TeamPoint either previews or directly sends the invoice. It’s fast, professional, and powered by smart quoting and invoicing software.

2. Dispute-Proof Documentation

Every invoice comes with visual proof—photos, signatures, and timestamps. That means fewer disputes, faster payment turnaround, and less admin time chasing queries.

3. Seamless Customer Experience

Using the built-in Customer Portal, clients can:

• Log in to view jobs, quotes, assets, service contracts, and invoices

• Accept quotes, review worksheets, and download invoices instantly—no email delays

This streamlined access improves communication and builds trust, powered by integrated cashflow management software.

4. Greater Office Efficiency

One verified customer shared:

“The system is simple to use and stores relevant information, allowing efficient tracking of jobs through to invoice. The team are also very responsive to changes requested within the system.”

With less time spent on admin, your team can focus on customer service, quoting new work, and delivering results.

5. Revenue in Motion

“Jobs get scheduled automatically… and invoices go out the same day the job is done.”

That kind of turnaround not only accelerates cash flow—it enables growth without having to hire extra admin staff. With TeamPoint’s software for invoicing, everything from job completion to payment is automated and in sync.

🎯 Quotes from Real Users

From Software Advice:

“The user-friendly web-style interface is loved by both office and field staff… minimizes friction, administrative burdens, and the need for paper documentation.”

From Capterra:

“The ease of use… The package meets most if not all of our needs and works well with other systems we use.”

🔗 Training Video Links

• Creating invoices from jobs – Step-by-step setup and automation

• Customer portal overview – See how clients access their invoices

• Service system walkthrough – A complete view of workflows and invoicing

With TeamPoint, your invoices go out fast and look professional. Every job is supported by clear documentation, reducing the risk of payment delays or disputes. It’s quoting and invoicing software that frees up your cash—and your time—so you can focus on winning more work.

👉 Learn more or book a tailored demo today at teampoint.app