Invoices

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

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	One or more payments recorded, but not the full amount.
Paid	Settled.
Cancelled	Withdrawn. The connotes on it go back to delivered and can be invoiced again.

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. It is the figure to sort on when you are chasing money.

The pages behind a row

Page
Details	The full invoice — every connote, every line, the totals.
Edit	Change lines and notes. Only while the status is pending.
Payments	Record payments, attach proof, print receipts. See Payments.
Send	Email the invoice with its PDF. See Sending.

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.