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.

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.