01
Invoices from the same figures as the quote
Deposit, part and balance invoices match the quote to the penny. Money is exact, VAT and discount are calculated by the system, and the client PO goes across as the reference.
02
An invoice cannot be raised twice
Invoices leave through a send queue that cannot raise the same one twice, and payment status is read back onto the job.
03
You can look first
Invoices can arrive in Xero as drafts for the accountant to approve. Quotes, pick lists, delivery notes and invoice copies are available as PDFs.
Watch it
Other roles
Owner or managing director
The three proofs for this role.
Project or account manager
The three proofs for this role.
Warehouse manager
The three proofs for this role.
Start with the two discovery days
We sit with your office and warehouse, read your data and come back with a fixed scope and price. Or ask for a conversation first.