Easily deliver your files from the Delivery tab. Tick the boxes in the quality checklist you set for your client to make sure all important checks have been performed. Then use the smart file management system to copy vendor uploads to the various sections on this tab and either download them for further processing or deliver them directly to the client from FlowDezk.

You can keep an overview of what has been delivered by setting the status for the various languages and services. Has everything been delivered and have all tasks been completed? Go ahead and push the entire project to the Delivered status and freeze it for financial processing on the Finance tab.

The way you use the Finance tab very much depends on whether you’re connecting FlowDezk to your accounting software or using FlowDezk’s flexible billing module … or both. (If you would like us to connect you to your accounting software, we’ll be happy to tell you more about our API service.) Our billing module will allow you to generate invoices according to a range of generic and project-specific settings and to send the resulting documents directly to your clients. With the same ease you’ll be able to manage the invoices that your vendors uploaded to their FlowDezk vendor portal.