For accounts

Finished jobs with charges on them wait in Invoices → Ready to bill. You don’t need to ask the office what’s done.

Your routine

1. Open Ready to bill. Sort anything flagged, such as unpriced lines or a missing customer PO.
2. Invoice the jobs, one or several for the same customer.
3. Issue and email the invoices.
4. Record payments as they arrive.
5. Check Invoices → Overdue and the Aged debtors report.

Mistakes on an issued invoice are put right with a credit note. Issued invoices can’t be edited, on purpose.

If your company keeps stock, match supplier invoices to their purchase orders once the goods are in.

For contracts billed in instalments, Sustainable ERP drafts the invoice for you when each period starts. See Contract billing.