Invoices

Sidebar → Accounts → Invoices. An invoice is built from delivered connotes: you pick a customer, pick the jobs, and the line items come across from those jobs.

There are two ways to start one:

• Create Invoice on this list — the full two-step flow. See Creating an invoice.
• Generate Invoice on the Jobs list — one click, straight from delivered jobs. Same page, same rules.

The lifecycle

Status	Meaning
Pending	Created, PDF generated, not yet sent. This is the only status in which an invoice can be edited.
Sent	Emailed to the customer.
Partially paid	Payments and credit notes cover some of the total, but not all.
Paid	Settled. The PDF is regenerated with a PAID watermark. A paid invoice cannot be cancelled.
Cancelled	Withdrawn. The connotes on it go back to delivered and can be invoiced again. Read-only: it cannot be sent, paid or credited.

What invoicing does to a job

A connote must be in delivered status to be invoiced, and invoicing moves it to invoiced — which is what stops it being billed twice. Cancelling the invoice puts it back to delivered.

So a job that does not appear in the connote picker has almost always either not been delivered yet, or is already on another invoice.

The list

The default columns are Week No, Invoice Date, Due Date, Customer, Invoice No, Jobs, Amount, Credits, Outstanding, Status. Write Off and Funding are available but hidden by default — the column chooser above the table turns any of them on or off.

Outstanding is the grand total less payments received less credits applied. It is the figure to sort on when you are chasing money.

The send icon becomes Resend once an invoice has gone out. Hover it to see when it was last sent, and by whom.

When an accounting system is connected, an Accounting column shows whether each invoice has reached it. See Accounting integration.

The pages behind a row

Page
Details	The full invoice — every connote, every line, the totals, the history, and Last sent … by ….
Edit	Change lines and notes. Only while the status is pending.
Manage Payments	Record payments, apply credit notes, print receipts. See Payments.
Send	Email the invoice with its PDF. See Sending.

The Details page also has Mark as Paid, Regenerate PDF, and Cancel Invoice (pending, sent or partially paid).

GST

GST is calculated once, at the invoice level, on the sum of the line items. Tax lines that were already on a connote are deliberately not copied across — otherwise the same GST would be charged twice, once as an inherited line and once on the total.

Where to start

• Creating an invoice — the two-step flow, and how payment terms and the due date are worked out.
• Credit notes — crediting a customer and applying it to their invoices.