3 min guideUpdated August 2026App review required

Review invoices and job revenue

Review customer invoice value and lifecycle state while retaining the relationship to the underlying sign job and scope.

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

Step by step

  1. Open Invoicing and locate the relevant client or job.
  2. Review Invoice no., Client, Job no., Status, Date, Due date, Ex-GST, GST, Inc-GST and Amount Due.
  3. Open the linked job's Financials tab and confirm the invoice belongs to the correct commercial scope.
  4. Compare Job value, Invoiced, Committed cost, Projected profit, Projected margin and Outstanding.
  5. If a link or value is wrong, stop the review and record the discrepancy through the agreed support or finance process before reporting revenue.

Good practice

Invoice value is only one part of job performance; review it with costs and labour.

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 how invoice numbers are allocated.

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

Supplies the normal invoice due date and deposit expectation.

Open in SignBas3 →
Accounting provider/settings/accounting

Controls the supported financial handoff and returned sync or payment state.

Open in SignBas3 →

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.