Prepare each Invoice from the charges your Business intends to bill for the Project. Several agreements, Visits and Invoices can belong to the same Project.
1. Check the work already billed
Open the Project’s Invoices and inspect earlier drafts and issued Invoices. Review the agreed work, accepted Variations, time and materials you intend to charge for now.
An accepted Quote is a starting point for billing. It does not make every later Invoice identical to the Quote or prevent another charging arrangement on the same Project.
2. Create and edit the draft
Choose Add invoice inside the Project. For a new Invoice from the Invoices list, select its name, Customer and Project. Follow create an Invoice for the full sequence.
Edit the draft directly on the paper. Review descriptions, quantities, prices and tax treatment. Keep the selected charge records connected where the editor supports them so earlier billing can be checked.
One Invoice can include work delivered over several Visits. A separate Invoice for each attendance is not required.
3. Prepare final billing in the handover
Use Complete work on the Project and continue through its Invoice stage. Review the charges alongside earlier bills, deposits and credits.
Include the accepted Variations you intend to bill. You can leave a Variation off the final Invoice without giving a reason, confirming a warning or blocking the rest of the flow.
A signature and an Invoice are separate records. Skipping a signature does not itself prevent invoicing.
4. Review money already received
Check the Invoice’s receipts and deposit allocations before collecting the remaining balance. A deposit payment, an Invoice charge and a credit note have different effects; do not enter a deposit again as a new payment just to reduce the balance.
Use record a payment for money actually received.
5. Correct an issued Invoice
An issued Invoice preserves its original document. Open the available adjustments and use the appropriate correction, such as Create Credit Note, when reducing a charge. Review any cancellation or payment-reversal action carefully before confirming it.
A credit reduces what is owed; it is not money received. A refund needs its own recorded payment action. Review the resulting balance after each correction.
6. Send and follow up
Check the Customer document and recipient, then send it. Delivery and payment remain separate. Use automatic Invoice reminders when you want Jobsworth to follow up the unpaid balance.
If the result is uncertain
Keep the current draft or issued Invoice and use the recovery action offered. Check its latest status, receipts and delivery result before repeating a commercial action. Do not create a replacement merely to get past an unconfirmed save.