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Invoicing

Invoice Your Projects, Straight to Xero

Drum pulls unbilled time and costs from your projects so you can raise invoices in clicks, not hours. Every invoice syncs directly to Xero, keeping your accounts up to date and your cash flow healthy.

Drum invoicing dashboard

Smart Defaults

When you create an invoice, Drum pre-fills it with your outstanding billable hours and costs. Switch to fixed amounts, percentages or progress claims to match your fee agreement.

Permission Based

Set permissions in your Drum account to define who can create, view, approve and integrate your invoices with Xero.

Understand Profitability

Because time and costs are allocated to each invoice, you can see exactly how profitable every project stage is.

Track WIP In Real Time

Drum compares what you have invoiced against your cost-to-complete estimates and project budgets, recalculating WIP automatically each time a timesheet, expense or invoice is recorded.

Built Around How You Already Use Xero

Xero Accounts & Item Codes

Allocate line items to your Xero account codes.

Xero Tracking Categories

Allocate up to two tracking categories to each line item in your invoices.

GST & Tax Rates from Xero

Drum imports your GST and other tax rates directly from Xero, so your invoices always use the right codes.

Taggable & Trackable

Tag your invoices and write notes to track overdue invoices. View it all on your Accounts Receivable report.

Invoicing as a natural extension of work.

Capture Billable Time With A Click

Drum surfaces all unbilled time and costs in your projects, so you can allocate them to milestone invoices without chasing spreadsheets.

Understand Project Financial Performance

Each invoice shows the hours and costs behind it, so you can see whether the work to reach this billing milestone was on budget or over.

Report on Everything

View accounts receivable across every project, filter by project director or tag, and spot overdue invoices before they become a problem.

We have found the team from Drum to be both responsive to our needs and open to changes and improvements. Implementing Drum has allowed us to significantly improve the visibility of our projects' performance to the team and is resulting in more timely and accurate management of our projects.

Daniel Berry

Managing Director, Projex Partners

See how Drum works for firms like yours

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FAQ

Frequently asked questions

Common questions about how Drum handles project invoicing, Xero integration and unbilled time.

How does Drum's invoicing integrate with Xero?

Create invoices in Drum and sync them to Xero with a single click. The two-way connection keeps your financial data consistent across both platforms, so your BAS reporting and accounts receivable are always up to date.

Can I create different types of invoices in Drum?

Yes, Drum supports both time and material invoices and fixed price invoices (and any other variation). You can easily capture billable time for each type, ensuring your team stays within budget regardless of the pricing model.

How does Drum help track unbilled time and costs?

Drum shows you all unbilled time and costs against each project in real time. When you create an invoice, that data is ready to allocate, so no billable work slips through the cracks.

Can I customize invoice templates in Drum?

Drum leverages Xero's invoicing features, so all invoices are created in Drum, but sent from Xero, allowing you to keep your existing templates in place!

How does Drum handle recurring invoices?

Drum supports setting up recurring invoices for ongoing projects or retainer agreements. Set the frequency and amount, and Drum will automatically generate draft invoices according to your schedule.

Can I track invoice payments in Drum?

Yes. Drum syncs payment statuses from Xero, so you can see which invoices are paid, outstanding or overdue. You can tag invoices, add notes and run accounts receivable reports to stay on top of cash flow.