Invoices

Invoices bill the customer for completed work. They can be raised from scratch or built from accepted quote lines, depending on how your workshop uses the workflow.

Typical invoice workflow

• List and filter invoices from the main Invoices page to find open drafts, recent issues, or customer-specific billing history.
• Edit draft invoices until you are ready to finalise the commercial record.
• Print or PDF a clean copy for the customer or your internal records.
• Where finance integrations exist, the accounting settings determine how and when information syncs to the downstream ledger.

Why invoice discipline matters

Invoices do more than collect money. In many workshops they are also the final confirmation that a piece of work moved from recommendation to completion. When invoices are delayed or left half-finished, job queues and dashboard counts can stay artificially open.

What to check before finalising

• Make sure the bill matches what the customer approved, especially if a quote existed first.
• Confirm the right customer, site, and vehicle context where those details are part of your invoicing process.
• Check tax, totals, and document wording before sending or exporting the invoice.

Closing some jobs through invoicing also updates job status so your dashboard stays honest about what is still open and what is truly complete.