8 min guideUpdated August 2026App review required

Create, review and issue an invoice

Build a draft from the correct customer and job, select the intended commercial sources, review the document and issue it deliberately.

Best forAccounts · Owner / Admin · Project Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Invoices, choose the create action and select the correct customer and job.
  2. Confirm the recipient, currency, invoice date and default due date.
  3. Choose the relevant quoted lines, approved variations, costs, labour or intentional invoice-only lines.
  4. Save the draft and review every line description, quantity, unit value, tax and total.
  5. Open the rendered document and confirm number, business identity, recipient and payment information.
  6. Choose Save and approve or the supported issue action only when the draft is complete, then follow delivery and sync state.

Good practice

Keep the invoice as a draft while commercial sources are still changing. Issuing is a controlled financial action, not a formatting preview.

When you are finishedThe issued invoice has the intended recipient, scope, due date, tax, amount and source traceability.

Before you begin

  • The customer and job are correct and the billable scope has been approved.
  • Numbering, payment and tax defaults have been tested.

Complete workflow

How the workflow moves

  1. 01
    Select

    Choose the customer and job that own the invoice.

  2. 02
    Compose

    Bring in quoted scope, approved variations, costs, labour or intentional manual lines.

  3. 03
    Review

    Check recipient, description, tax, totals, due date and rendered document.

  4. 04
    Issue

    Approve and send only when the draft is complete.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Document numbering/settings/setup/numbering

Controls automatic or manual invoice number allocation.

Open in SignBas3 →
Payment Defaults/settings/general/payment

Provides the normal due date used by a new draft.

Open in SignBas3 →
Tax & Ledger Defaults/settings/general/finance

Influences tax and accounting treatment for the financial handoff.

Open in SignBas3 →

Screen reference

What you will see

SignBas3 invoices list with synthetic commercial records
Draft, issue, payment and accounting state remain connected to the customer and job that produced the invoice.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.