Invoicing and bookkeeping
How invoices link to customers and tasks
When an invoice connects to its customer, task and documentation, every line can be explained and traced back if someone asks.
Step by step
- Invoice from the customer
Create the invoice on the customer record, so it automatically joins the customer’s overall history and follow-up.
- Tie the completed work to the invoice
Build the invoice lines on the finished tasks and tracked hours, so every line matches real work.
- Let the documentation follow
Photos, notes and forms live on the task, so you can quickly find the evidence behind a line if the customer asks.
- Use the history in follow-up
On a dispute you can go from the invoice line back to the task, hours and documentation, instead of digging through folders and emails.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.