Work through Weekly Invoices
Open Weekly Invoices and select the invoice week. It is independent of the scheduler's current view.
Choose the invoice week and update status
- Choose Weekly Invoices to work through one invoice week. Set that week with the date controls before selecting a card.
- Use Search and Filter by Resource to narrow the board. Clear both if an expected card is missing. Follow the resource-filter steps for selecting labour or assets.
- Open the required card and select its status dropdown in the invoice heading.
- Choose an available To-Do, Review or Approved status. Disabled options cannot be selected for that record.
- Return to the board and check the card’s group. Use All Invoices for records spanning historical weeks.
Sent is reached through sending; the status selector is absent on sent records. Excluded records offer Include Week instead.
For example, select the week of completed North Yard work before opening its invoice. If a card is absent, clear search and resource filters, check the week and inspect Excluded.
Use All Invoices for historical records. See creation, exclusions and review and sending.
FAQ
Which invoice view should I use and how do I change a status?
Use Weekly Invoices for one work week, then the invoice heading’s status dropdown for an available To-Do, Review or Approved state. Sent is reached through sending. See choose the invoice week and update status for the steps.