Custom fields
Add fields for job numbers, machine IDs, and client project codes so every invoice carries standardized operational metadata for easier reconciliation and reporting.
Using a standardized hourly invoice template reduces calculation errors, speeds approval, and improves record consistency across projects. Templates make it easier to apply overtime rules and tax settings and lower disputes by providing clear line-item detail for clients and internal accounting teams.
A Billing Manager prepares and reviews hourly invoices for manufacturing work, confirms pay rates and overtime, applies taxes and surcharges, reconciles invoices with timesheets, and coordinates approvals before sending final invoices to clients or integrating them into accounting systems.
A Shop Foreman records crew hours and task details on job tickets, verifies hourly categories, flags overtime and material costs, and provides the information needed to populate the hourly invoice template accurately for billing and client review.
Add fields for job numbers, machine IDs, and client project codes so every invoice carries standardized operational metadata for easier reconciliation and reporting.
Built-in formulas for tiered rates, overtime multipliers, and aggregated totals remove manual math steps and reduce the chance of calculation mistakes.
Integrations with accounting, inventory, and CRM systems let templates push invoice data directly to ledgers, reducing duplicate entry and syncing customer records.
Edit and finalize invoices from tablets or phones in the field to bill faster after job completion and attach on-site documentation immediately.
Set up scheduled reminders and escalation rules to pursue overdue payments while maintaining consistent communication and documentation of outreach.
Export signed invoices to PDF with visible signature stamps and embedded metadata for legal proof and long-term archival accuracy.
Embedded calculation fields automatically compute regular and overtime totals and apply worker-specific rates so invoices reflect accurate labor costs without external spreadsheets.
Templates include configurable tax and surcharge fields for federal, state, and local taxes so invoices comply with regional tax rules and reduce manual tax adjustments.
Connect templates to accounting systems to export invoices and sync client records, payment terms, and invoice numbers, reducing duplicate data entry.
Design templates to export to PDF and attach signature fields for eSignature platforms to ensure signed invoices include audit trails and signer identity details.
| Feature | Configuration |
|---|---|
| Reminder Frequency | Every 7 days until payment, up to three reminders |
| Approval Routing | Two-stage approval: foreman then billing manager |
| Calculation Templates | Predefined formulas for overtime and tiered rates |
| Storage Location | Centralized secure cloud folder per client |
| Retention Policy | Archive signed invoices for seven years |
Edit templates on desktop or tablet and collect signatures across major modern browsers and mobile platforms.
For best results, keep document editors and browsers up to date, use supported PDF viewers for final checks, and ensure mobile devices have current operating system versions when collecting signatures in the field.
A maintenance team documents labor hours for weekly site visits and records parts used on job tickets.
Resulting in faster approvals and clearer reconciliation between field logs and accounts receivable.
A manufacturer runs a two-week contract production batch requiring temporary operators and machine setup time.
Leading to transparent client billing and streamlined monthly revenue recognition for the finance team.
| Criteria | signNow (Featured) | DocuSign | Adobe Sign |
|---|---|---|---|
| Template support | |||
| Bulk Send | |||
| Offline signing | Limited | ||
| API access | REST API available | REST API available | REST API available |
Keep signed invoices at least seven years for tax and audit compliance.
Establish common terms such as Net 30 or Net 60 and display them prominently.
Automate reminders at 7, 14, and 30 days past due to improve collections.
Specify a 30-day window for clients to raise invoice disputes.
Date when invoice is generated and sent
Client payment deadline, e.g., Net 30
7-day, 14-day, and 30-day reminder intervals
30 days for client to contest charges
Move to long-term storage after final payment
| Platform | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Entry-level price | From $8/user/month for basic business plans | From $10/user/month for personal and small business plans | From $9.99/user/month for individual plans | From $19/user/month starting business tier | From $15/user/month starting professional tier |
| Signature limits | Unlimited signatures on paid plans | Monthly envelope limits on lower tiers | Page- and send-based limits on some plans | Document send limits vary by plan | Reasonable send limits on entry-level plans |
| API access availability | Included on business and enterprise plans | Available on select business tiers | Included on business plans | Available on business and enterprise plans | API available on higher tiers |
| Integrations | Connects with accounting, cloud storage, and CRMs | Extensive enterprise integrations | Adobe Document Cloud ecosystem | CRM and payment integrations available | Integrates with Dropbox and common apps |
| Compliance & controls | ESIGN/UETA support, SOC 2 options, enterprise controls | Broad compliance portfolio including ESIGN | Adobe Trust Services, enterprise controls | GDPR and SOC options, advanced workflow features | ESIGN compliance and secure storage options |