Invoicing

TL;DR

Drafts live in the four-step wizard. Nothing is sent automatically—download the PDF and email it yourself after clicking Mark as sent.
Status ladder is Draft → Sent → Paid with Void as the safety valve and Draft revisions for redo work.
Invoice types:
- Standalone – ad-hoc or manual work, no job link.
- Progress – bills a portion of a job using its allocations and progress claim snapshots.
- Final – closes the remaining balance of a job and shows a reconciliation card.
- Separate labour – invoices approved labour entries on their own.
Batch runs create multiple Draft invoices at once. They stay in the Batch runs tab until you send or void each one.
Every invoice has a read-only detail page with summary cards, versions, audit trail, polish preview, mark paid, credit note, and void actions.
CSV exports (status + date range) live at /app/invoicing/exports for accountants.

Draft – created via the wizard or a batch run. Fully editable across Settings, Builder, and Polish steps.
Send – click Mark as sent on Step 4 or the list view. The system snapshots the PDF, updates job allocations (for progress/final invoices), and moves the invoice to Sent. You still email the PDF manually.
Paid – once funds land, click Mark as paid on the detail page or list view to park it outside your receivables queue.
Revision (optional) – from the detail page, use Create draft revision to reopen a sent invoice, edit it, and resend. All PDFs remain in the Versions tab.
Credit notes (optional) – sent/paid invoices with outstanding balances can receive one or more credit notes; the detail page keeps the log.
Void (optional) – cancels the invoice entirely. No further revisions or credits allowed afterward.

Invoices list – filter by status/type/origin, preview/download PDFs, mark drafts as sent, mark sent invoices as paid, and void/archive records. The Batch runs tab groups outstanding batch drafts.
Create invoice – four-step wizard covering client/job selection (including ready-to-invoice queues and separate labour backlog), settings, builder/progress claims, and polish/send actions.
Invoice detail – read-only home for sent/paid invoices. Includes summary cards, version history, audit timeline, polish preview, revision/credit/void actions, and manual payment tracking.
Invoice exports – pick a date range, customer, and statuses to download a CSV ledger for bookkeeping.

Run a batch from the invoicing module (outside the scope of this guide) to create many drafts at once.
Drafts created through batching show a Batch run · {timestamp} badge in Recent invoices and live under Batch runs until you send or void them.
Open a batch draft to see a banner with the run name and a “Back to batch preview” link. Sending or voiding that draft removes it from the run automatically.