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Project Financials

From agreed services
to settled accounts.

Create invoices from project services. Track client payments, supplier commitments and cash flow in the same place you manage the event.

Book a Demo Explore Project Financials
Project Finances: a proforma invoice with client, date, net amount, VAT and total
Proformas, invoices and financial records, connected to the event project.

Invoices & proformas

Turn project services
into client-ready invoices.

Create invoices and proformas based on the services already in your project. Keep the client, commercial detail and billing records connected as the event moves forward.

Built from project services
Use the services behind the event as the basis for client billing.
Your documents, your brand
Choose your logo, colors and layout, then download the invoice as a PDF.
The detail stays visible
Review invoice numbers, dates, net amounts, VAT and totals inside the project.
Invoice previewInteractive example · Fictional brand
FIELDWORKEVENTS & EXPERIENCES
INVOICEFW–2026–037
Prepared forNorthstar Group

Leadership Retreat
Berlin · 21 September 2026

Invoice date
24 Sep 2026
Due date
08 Oct 2026
Project
Leadership Retreat

A great event. Every detail accounted for.

Thank you for trusting Fieldwork with your leadership retreat.

Illustrative event services, quantities and prices in EUR
DescriptionQtyUnit priceTotal
Venue & hospitalityLeadership retreat · 120 guests120€150€18,000
Production & AVStage, sound and technical delivery1€15,000€15,000
Event planningProject coordination · 60 hours60€150€9,000
Net amount
€42,000
VAT · 19% (example)
€7,980
Total due
€49,980

Please include FW–2026–037 as your payment reference.

FIELDWORK EVENTS · Thoughtfully planned. Beautifully delivered.

Try the brand color, logo size and layout. Sample services and figures shown for illustration.

Incoming & outgoing payments

Know what’s due.
And what’s been paid.

Follow client payments and supplier outgoings against the project. Keep amounts, dates, references and payment status visible, then use reports to see the wider picture.

Payment overview

Incoming payments

Illustrative data · Jan–Jun 2026
Total expected
€500,000
Across sample projects
Total received
€425,000
85.0% received
Outstanding
€75,000
Scheduled + overdue
Overdue
€15,000
Included in outstanding

Amounts by status

85.0%Received
Received
€425,000
Scheduled
€60,000
Overdue
€15,000

Incoming payments over time

0k30k60k90k120kEURJanFebMarAprMayJun

May 2026 €90,000received

Six-month received: €425,000. Outstanding amounts are separate from the monthly trend.

Client payments

See incoming amounts and open balances alongside their payment dates and references.

Supplier payments

Monitor outgoing payments in the same project context as the services you are delivering.

Cash-flow visibility

Timing matters as much as totals.

Bring incoming and outgoing payments into view over time to understand the projected cash position.

Cash flow over time

Illustrative data · Jan–Jun 2026 · Opening balance €80,000

  • Incoming
  • Outgoing
  • Cumulative balance
-50k0150k300k400kJanFebMarAprMayJun

MaySample month

Incoming€90,000
Outgoing€42,000
Cumulative balance€299,000
Explore financial reports

Purchase orders & agreements

Keep commitments
with the work behind them.

From a supplier order to a client agreement, keep the quantities, prices and terms connected to the services in your event project.

Purchase orders
Manage supplier orders with service quantities, agreed prices, VAT, issue dates and order status.
Contracts & amendments
Create contracts and amendments based on project services, keeping agreements with the project they belong to.
Cancellation policies
Keep client and supplier cancellation policies as part of the letter of agreement.
See how supplier sourcing connects

Project manager confirmation

Make invoiced work
clear to the whole team.

Mark services and packages as invoiced, add a short comment, and keep a record of who changed what. Invoice confirmation records that an invoice was issued; payment status is tracked separately.

  1. Confirm

    Update individual services or packages, or confirm several together.

  2. Explain

    Add a comment beside the confirmation so colleagues have the context.

  3. Trace

    Review the action, date and user in the change history.

  4. Protect

    Confirmed services and packages cannot be removed while marked as invoiced.

Connected to your budget

The cost behind
every commitment.

Review supplier costs, selling prices, VAT and commissions in the Cost Sheet. Export the breakdown to Excel when your finance team needs the detail.

Explore Budgeting & Profitability
Project Cost Sheet with service costs, selling prices, VAT and commissions
The Cost Sheet keeps the commercial detail connected.

Keep the event moving.
Keep the finances connected.

Bring invoices, payments and supplier commitments into the same workflow as the event itself.

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