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FEATURES

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Estimating and quoting
Send professional, customisable quotes, estimates & budgets in minutes
Xero and QuickBooks integration
Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling
Customisation
Personalise quotes, invoices, reports and more so you can run your business your way
Time tracking
Capture every minute of every day and never miss a second of chargeable time again
Document management
Access all your important project information quickly with centralised document management
Reporting and dashboard
Stop losing money and make better business decisions based on real-time data and reports
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

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Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles

Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive

Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Dropbox

Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

Resources

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WorkflowMAX academy
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FAQs
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Airwallex INTEGRATION

Get Paid Faster
using Airwallex

Tired of waiting on payments? WorkflowMAX and Airwallex have joined forces to help you streamline your invoicing and get paid faster, with more flexibility for your customers.

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How WorkflowMAX works with Airwallex

Both of these two tools goes hand in hand to make your job and work more easier and better. Here’s how:

Accelerate Your Cash Flow

With the WorkflowMAX and Airwallex integration, you can easily accept payments through a variety of methods, directly from your invoices.

  • Seamless experience: Add a ‘Pay Now’ button on your invoices for easy online payments.
  • A world of choice: Accept payments via credit card, debit card, Apple Pay, Google Pay, and more.
  • A great community: Join thousands of businesses worldwide that trust Airwallex for secure and efficient payment processing.

‍

Lead manager

No More Payment Delays

Help your customers to pay on time, every time, with automated payment options.

  • Automatic sync: Payments sync with the corresponding invoices in WorkflowMAX.
  • Just one click: To reconcile your accounts, saving you time and reducing errors.
  • Save on costs: With Airwallex’s hyper-competitive processing fees.

‍

Lead manager

Streamline Your Financials

Keep your accounting accurate and up-to-date with automatic transaction matching and reconciliation.

  • Greater flexibility: Allow customers to pay using their preferred payment method, from global cards to popular local non-card options.
  • Over to you: You choose the frequency and flexibility of payments deposited into your account.
  • Better insights: Get a complete view of your cash flow in one place, offering you better insight into your business’s performance.

‍

Lead manager
WorkflowMAX has transformed how my clients manage projects. Its powerful features streamline every aspect of job management at an unbeatable value. The pricing is incredibly reasonable for the efficiency and control it brings to business operations.

Michelle JV Rensberg

Nimacc Business Intelligence

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Frequently asked questions

Can I offer credit card payments on some invoices but not others?

Yes. You control which invoices include the Airwallex payment link. Offer card payments where faster collection matters while maintaining traditional terms for others.

How does Airwallex payment reconciliation work?

When a client pays via the Airwallex link on their invoice, the payment is recorded and matched to the invoice automatically. This reduces manual bank reconciliation and keeps your aged debtor reports current.

Is there a fee for accepting credit card payments through Airwallex?

Airwallex charges standard credit card processing fees. WorkflowMAX does not add any additional fees for the integration itself. Check Airwallex's current pricing for applicable rates.

How does accepting credit card payments improve cash flow for professional services firms?

Professional services firms often face 3060 day payment terms. Credit card payments through Airwallex let clients pay immediately from the invoice, compressing the collection cycle. Faster payments mean less aged debt and more predictable cash flow.

Which countries is the Airwallex integration available in?

The Airwallex integration is available to WorkflowMAX customers in Australia, New Zealand, and the United Kingdom.

What does the Airwallex integration do?

The Airwallex integration lets your clients pay WorkflowMAX invoices by credit card directly from the invoice email. Payments are processed through Airwallex and reconciled automatically, speeding up cash flow without manual payment follow-up.

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Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

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