Invoices and Receipts for Engineering Firms

Yes. Because the tool works with line items, you create an invoice for the phase you are billing, add a line describing the deliverable it covers, and enter the fee, whether that is a fixed phase amount or a figure you have calculated another way. As the project progresses you produce a new invoice for each phase, keeping the project reference and a running invoice number consistent so both sides can follow the sequence. You can add hourly lines and reimbursable site costs to the same document where they apply. The subtotal, tax and total update automatically in the live preview, so the summary always matches the detail. The tool builds and exports the invoice as a PNG or a branded PDF; it does not manage your project programme or release phase fees on a schedule, so you create and send each phase bill yourself when it falls due.

Add each element as its own line item. For fixed work, such as a completed phase, a survey or a feasibility assessment, put a single amount on the line with a clear description. For hourly work, such as analysis or drafting, enter the number of hours as the quantity and your rate, and Receipt Caker multiplies them for you. Both kinds of line sit happily on the same invoice, so a client sees fixed and time-based charges together with reimbursable site costs if any apply. The subtotal, tax and total recalculate automatically in the live preview as you edit, so the bottom figure always reconciles with the detail above. This flexibility suits engineering work, which rarely fits a single billing model. Once the invoice looks right, you export it and send it yourself; the tool produces the document but does not track your time or send the bill.

Yes. Reimbursable costs like site visits, travel, specialist testing, printing or third-party fees go on their own line items, separate from your engineering fees. You give each a clear description and amount, so the client can see precisely what is being recovered rather than a lump sum buried in the fee. Keeping these distinct from professional charges makes the invoice transparent and easier to reconcile against a project budget. Receipt Caker totals everything and applies your tax rate as you type in the live preview, so the grand total always matches the detail. If different expenses are taxed differently, describe them clearly. When the invoice is paid, you can issue a receipt recording the settled amount for both parties' records. As with everything in the tool, it generates and exports the document; paying the costs and tracking them in your own accounts remains your responsibility.