Docs/Money

Money.

Project value, change orders, invoices, payments, retainers, QuickBooks and insights.

Project value and SOW

Give every project a price, keep the client’s own SOW or PO number on its invoices, and write an internal scope of work for your contractors.

Change orders

When scope grows or shrinks after a project is agreed, send a change order. Once the client approves it, the project’s value updates and you can bill it.

Invoices

Build client invoices from a project’s value in a few clicks, send them, email the PDF, and track every one from draft to paid in Billing → Invoices.

Recording payments

Clients pay you outside UpRush. Log each payment with Record payment, singly or in a batch, and invoice statuses, balances and dashboards update on their own.

Retainers and subscriptions

Run a client on a monthly, quarterly or yearly plan: record the subscription, show it in their portal, and generate the invoice for each period in one click.

Currencies

Quote, invoice and pay in any of twelve supported currencies. UpRush never adds different currencies together, and offers an estimated combined view in Billing Insights.

Invoice design

Make the invoice PDF look like your studio: accent color, logo, header style, what prints on it, and the billing identity and bank details your clients pay to.

QuickBooks

Connect QuickBooks Online and push sent client invoices into it with one click, customer and line items included, so your bookkeeper never retypes an invoice.

Insights and dashboards

See money and delivery at a glance: Billing Overview for receivables, Billing Insights for cash health and margins, Ops Insights for delivery, and a dashboard for every role.