Turn completed jobs into a cleaner invoice
Select completed jobs, refresh their amounts, generate the invoice, and move it through the approval workflow.
Invoicing runs in a fixed order: configure pay, complete the work, select it, then generate a document. This covers the part that starts once the jobs are done.
Find the work
Open Financial Management → Cleaner Invoices → Invoices and use the Jobs to Invoice tab. Set the work period — range membership uses each job’s due date — then switch between Ready to invoice, Already invoiced, and All jobs to see where things stand. The tree runs company, then staff, then job.
Check amounts before generating
If rates changed after the jobs were completed, the stored amounts are stale. Refresh jobs re-prices them. Repricing resolves against each job’s own pricing date — its completion date, falling back to its due date — not today’s, so a refresh run in August still applies the rate that was in force when the work happened.
Jobs that still have no rate are reported rather than silently priced at zero: the totals block turns amber and tells you how many jobs need rates.
Generate
Create invoice opens a two-step dialog, 1. Edit then 2. Review. In the edit step you can correct amounts, use Add missing job for work that never made it onto the board, and Add line item for gas fees, extra work, or dispatch charges.
A job amount must be greater than zero, but a line item may legitimately be zero. The invoice number is issued by the server and first appears in the success message.
Approval
From Generated Invoices, submit the document. It moves Draft → Pending PM review → Pending Accounting review → Completed. Reviewers can approve, request changes, or reject; the last two require a written reason. Every approver marked Required must sign — an optional approval never substitutes for a required one.
The approval flow is pinned to the invoice at the moment you submit it. Editing the flow afterwards changes only invoices submitted later, not the ones already in the queue. Related trap: a step configured with no approvers and no auto-approve does not skip — the invoice simply stops there.