App under developmentThis guide covers current user features. Availability may change during testing.
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Business administration

Create, finalise and correct invoices

Invoices are managed by authorised organisation administrators with business access.

Organisation administratorUpdated:

Step by step

  1. Open Invoices in Admin or create an invoice from a completed work order.

  2. Check the recipient: customer, saved billing contact or one-time recipient. Check address, invoice date and payment term.

  3. Review lines. Hours use the company or customer-specific rate; complete material and other prices.

  4. Save a draft first and check amounts, VAT and total. Use only the VAT options actually offered.

  5. Finalise online. The final invoice number is allocated at this step; check the outcome before repeating the action.

  6. Open PDF or UBL from the invoice. Correct a final invoice through a credit invoice rather than overwriting its original document.

Good to know

  • Drafts remain editable. Final invoices preserve their sender, recipient and line information.
  • The pilot currently has a limited VAT configuration.

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