Invoice Manager
9 guides
Work through Weekly Invoices
Open Weekly Invoices and select the invoice week. It is independent of the scheduler's current view.
Create an invoice for a selected week
Confirm the invoice week before using New. Creation uses its explicitly selected week.
Search and filter All Invoices
Choose All Invoices for historical records across several invoice weeks.
Edit invoice charges, tax and accounting codes
Open an editable invoice and compare its chargeable items with the agreed work.
Import charges from a Hire Contract or previous week
Use imported items as a starting point, then check this week's actual work.
Choose invoice support and keep internal files private
Open the invoice and check supporting details before sending.
Review, approve and send an invoice
Review charges, documents and recipients, send the invoice and keep internal follow-up notes.
Exclude and include an invoice week
Use the card menu when the selected week should be excluded from the active invoice workflow.
Link customers, export to Xero and resolve warnings
Use accounting controls only when your company's Xero connection is available.