Use Complete work on the Project to save the delivered work, collect Customer sign-off and prepare the Invoice. A Project can have several handovers. A Visit does not need one.
1. Describe the completed work
- Open the Project and choose Complete work.
- Review the work listed in Complete and hand over work.
- Correct the description so it covers what you are handing over.
- Choose Next to save the handover and move to signing.
The saved description is the work the Customer will sign. Check it before continuing; later Project edits do not rewrite a saved handover.
2. Collect the signature
- Show the Customer the work being handed over.
- Check the signer’s name.
- Ask them to draw their signature.
- Choose Sign and continue and wait for confirmation.
Choose Skip signature when you are continuing without one. The handover stays saved, and you can proceed to invoicing. Back returns to the previous stage; it does not undo a handover or signature already saved.
3. Check the Invoice
The Invoice stage opens the Project’s draft or shows its current billing position. Edit the draft on the paper, checking descriptions, quantities, charges and Customer details. Review earlier bills and payments before charging again.
Choose the work and Variations the Business intends to bill. Leaving a Variation off the final Invoice needs no explanation or separate approval.
Choose Next when the draft is ready. If you cannot issue Invoices, save the handover and leave billing to someone with the required access.
4. Send the Invoice
In Send, review the recipient, payment deadline and available payment and reminder choices. Choose Send Invoice.
The Sent stage shows delivery progress and any action needed. Check the result before sending again. Email delivery is separate from money received.
5. Finish the Project when appropriate
Review Mark the Project complete before choosing Done. Turn it off if further Project work remains. Saving a handover does not require you to close the whole Project.
Use payments to check or record money received against the Invoice.
If a save or send is interrupted
Keep the window open and use Try again for the existing action. Check the saved handover, Invoice and delivery result before creating another. If delivery needs a different recipient, correct it through the offered recovery control.
The phone handover guide covers the installed app’s separate controls, including Sign later and No signature obtained.