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Invoice → Paid

The invoice is built from the quote and the approved hours, so nobody retypes the figures and nobody mistypes them.

  1. 1

    Raise the invoice from the approved job

    Office

    Unapproved hours stop it, and it names whose.

    Open on the demo ↗ sign-in
  2. The system does this
    • A numbered draft is created
  3. 2

    Check the draft

    Office

    Lines come from the quote and the hours — each of them once.

    Open on the demo ↗ sign-in
  4. 3

    Add a separate cost if you need to

    Office

    It needs a reason, and the lines from the job cannot be edited.

    Open on the demo ↗ sign-in
  5. 4

    Press "Send to client"

    Office

    No billing contact or no due date and it will not send.

    Open on the demo ↗ sign-in
  6. The system does this
    • It is locked, emailed as a PDF, and pushed to Xero
  7. 5

    Watch what has gone overdue

    Office

    You are reminded once per overdue spell, not every day.

    Open on the demo ↗ sign-in
  8. 6

    Match money that arrived without a reference

    Office

    Open on the demo ↗ sign-in
  9. 7

    Need to cancel? The owner requests a credit with a reason

    Owner

    Only while nothing has been paid.