Review, approve and send an invoice

Check customer, contract, invoice week, issue date and due date before finalising.

Choose recipients and send an invoice

1. Open Finalise Invoice and resolve the invoice-document and supporting-file choices.
2. Open Send To Recipients. Select a suggested contact, or type an email and submit it with the entry control or Enter.
3. Check the selected recipient list and remove unintended addresses. Typed text must be added to the list.
4. Choose CC My Email if you want a copy sent to your account email.
5. Select Review & Send. Read the Before Sending warning and select its acknowledgement checkbox.
6. Select Send and wait for the sending summary. For a sent invoice, open Final Invoice, choose Resend invoice, review recipients and confirm Resend.

Sending requires an invoice document, recipients and no unresolved document choices. The sent package and its financial details are locked for ordinary editing.

For example, use the customer's accounts email rather than assuming the site contact handles invoices.

Sending needs an invoice document, recipients and no unresolved package or related-timesheet inclusion choices. Review prerequisites and locked state if unavailable.

Add, clear or retry an internal invoice note

1. On the board or history row, open Add note or the note control. On invoice detail, use Add note or Edit in Internal Note.
2. Enter the team’s next action, then select Save.
3. To remove the note, choose Clear, then Save. Cancel leaves the saved note unchanged.
4. If saving fails, keep the retained text and select Save again after resolving the error. Check the saved result before leaving.

Notes are internal and excluded from customer invoices, emails and documents. Draft text is not proof that a shared note saved.

See documents, charges and accounting warnings.

FAQ