Invoicing and bookkeeping
How to use completed work as your invoice basis
Review the finished tasks, hours and documentation first, so the invoice rests on the work that was actually carried out.
Step by step
- Find the completed tasks
Filter tasks by customer and status, so you see what has been reported finished since the last invoicing round.
- Review the tracked hours
Check the hours on each task and catch what is missing or looks wrong before the hours become invoice lines.
- Check the documentation
Look at photos, notes and completed forms on the task, so you can stand behind every line if the customer later asks about the invoice.
- Create the invoice from the basis
Build the invoice from the reviewed tasks and hours, so every line rests on concrete, completed work.
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