Invoice Detail

When to open this page

You’ve sent an invoice and need to mark it paid, issue a credit note, or void it.
You must reopen a sent invoice as a draft revision.
Finance wants to see totals, credit notes, or export warnings at a glance.
You need the audit trail, PDF versions, or a read-only polish preview.

Access it via Invoices → View (sent/paid/void invoices land here automatically) or Resume editing links on revision banners.

Status badge: Draft, Sent, Paid, or Void. A second badge shows the invoice type (Standalone, Progress, Final).
Open / Download PDF: instant links to the current PDF.
Claim form: appears when the invoice has a saved progress claim snapshot.
Mark as paid: visible while status is Sent. Confirms manually that the customer paid.
Create draft revision: for Sent/Approved/Paid invoices. Saves a snapshot, reopens the invoice as a draft, and drops you back into Step 4 so you can resend it.
Issue credit note: available when there’s an outstanding balance. Enter the credit amount (with optional GST) and a reason; the credit note then appears in the overview tab.
Void invoice: cancels the invoice completely. Void entries cannot be edited or credited later.

If a draft revision exists you’ll see a yellow banner with a Resume editing link back to Step 4.

Invoice summary cards: Subtotal, GST, discounts, outstanding balance, issued/due dates, payment terms, pricing mode, customer/contact/site data, and invoice type.
Export warnings: highlights allocations that still have warning messages (e.g. over-claiming). Resolve them before exporting.
Internal notes: shows the Step 4 notes field for staff reference.
Credit notes: table listing every issued credit (number, issued date, totals, GST, reason).

Lists all saved PDFs (automatic snapshots from sends and manual saves). Each row includes version number, timestamp, author, and download link.
Use this when you need to reference what the customer received before a revision.

Timeline of status changes, job allocation exports, credit notes, voids, and polish edits. Each entry shows actor, timestamp, and details pulled from the audit log.

Renders the same document you see in Step 4, but read-only. Handy for confirming what was sent without re-entering the wizard.
Switch tabs via the buttons under the banner; the page remembers your selection if you refresh.

Click Create draft revision (Sent/Approved/Paid only).
Optionally add a reason in the dialog.
The invoice status flips back to Draft. Use the Resume editing link in the banner to return to Step 4, tweak the builder/polish, and Mark as sent again.
The Versions tab keeps both the old and new PDFs, so you always have a paper trail.

Available for Sent/Approved/Paid invoices with an outstanding balance.
Enter the total credit amount (inclusive of GST), optionally specify the GST component, and add a note.
The overview tab immediately lists the credit and adjusts the outstanding balance. Use multiple credit notes if needed; the system tracks each one individually.

Use Void invoice if work was cancelled or a draft should never be issued.
Voiding locks the invoice permanently; you cannot revise or credit it afterward. Create a new invoice instead if you need to rebill.
The status badge switches to Void and the record drops out of the recent list (but the direct URL remains accessible for history).

As soon as the customer pays, click Mark as paid (either here or on the list view). This switches the badge to Paid, clears the outstanding balance, and updates dashboards.
Marking paid is reversible via the backend action if you make a mistake, but the preferred flow is to leave it unless finance asks to revert.

Claim form button missing: Save a progress claim snapshot in Step 3 (use the job allocations tab) before marking the invoice sent.
Credit note button disabled: Either the invoice hasn’t been sent yet or there’s no outstanding balance left.
“Draft revision in progress” banner won’t clear: Finish editing in Step 4 and mark the invoice sent again.
Void action fails: Only admins can void invoices tied to paid jobs. Check your permissions or confirm the invoice isn’t already marked as Void.