Service invoices are generated from job activities once all activities on a job have been cleared. Navigate to Service → Invoices to view and manage service invoices.
Invoice Status Flow
Service invoices follow this progression: Draft → Approved → Processed → Completed. An invoice can be Cancelled at any stage before Completed.
Draft
A newly generated service invoice starts in Draft. You can review and adjust charges before approving.
Approved
Approving an invoice generates the final PDF and sets the Due Date. Once approved, the invoice is ready to be sent to the customer or processed to accounting. Bulk approve is available from the Invoices index.
Processed
Processing sends the invoice to your accounting software (Xero or BMS Debtors), making it available for payment reconciliation in your debtors ledger.
Sending an Invoice
An invoice can be sent to the customer by email (PDF attached) or by print from both the Approved and Processed states. The default send method is configured on the customer record. Sending does not change the invoice status. Bulk Send is only available from the Processed tab.
Completed
An invoice reaches Completed when its balance is reduced to $0. The balance syncs back from your accounting software when payments are reconciled against the invoice — for example, when a payment in Xero is matched to the invoice.
Cancelled
An invoice can be Cancelled at any stage before Completed. Cancelled invoices are retained for audit purposes.