Review invoices and job revenue
Follow invoice state without losing the job relationship.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Invoicing and locate the relevant client or job.
- Review the invoice number, value, dates and lifecycle state.
- Confirm the invoice belongs to the correct commercial scope.
- Resolve exceptions before reporting revenue.
- Use the job financial summary for the wider commercial context.
Good practice
Invoice value is only one part of job performance; review it with costs and labour.
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.