Invoices
Part of Money.
The invoice register: record invoices by hand, from a file, or from the candidates the mail sync found, then submit, approve, dispute or void them.
Methodology: An invoice points back at the stage, the quote and the phase it belongs to, so nothing is paid twice. Files and emailed attachments can be read into the form; a duplicate invoice number is flagged before it is saved. Invoices with no project are listed but excluded from totals until you set one. Default terms come from Settings → Invoicing.
Steps:
- Press Record invoice; pick the supplier, phase and stage, enter number, amount and dates, or drop the invoice file to pre-fill them.
- Review the invoice candidates found in email and the Gmail invoice attachments card — each can pre-fill the form.
- Move an invoice through Submit → Approve, or Dispute it; Void one raised in error.
- Press Record payment on an approved invoice, which opens the payment dialog with it selected.
In the recommended process