Review and issue an invoice

Invoices → All invoices

Find the number from the Billing page. Open it and read Next step. Check the job, amount, PO/WO reference and History.

Follow the steps

Action	Result
Reserve an invoice number	A numbered draft linked to the work.
Submit for review	The draft is ready for review.
Approve	Approval is saved for that version.
Finalize and issue	The app checks the source and funding, then commits the invoice number.
Issue invoice package	The app creates and saves the document files.
Prepare delivery	The files are ready for the next handoff step. Nothing is sent.

You see only the actions allowed for your role and the invoice's state. If a step is held, read its reason. A change in the source or funding can still stop an approved draft.

Fill in Reason and Evidence reference

Reason says why you are taking the action. Evidence reference says where the proof is. It does not upload a file.

For example, after a practice review, a reason could be “Practice review: checked this job's units and total.” For evidence, name the actual timesheet and review note you used. Do not copy that reason unless it is true.

Open the package

After finalizing, choose Issue invoice package. Open the invoice and support files. Check the number, date, work description and amounts. Package details shows which inputs and layout were used.

If a link expired, use the new-link action. If issuing got no answer, use Issue again. It retries the same request; do not reserve another invoice.

Next: Delivery & signatures, then accounting handoff.

Signatures, rework and voids

Signature date comes from the signed return, not today's date. For practice, use only marked test-return flows.

Voiding a number, requesting rework and replacing an issued invoice are different actions. Check the state and history first. Ask Ben or Bill before trying them on shared practice records.

Issued files stay as issued. A correction keeps the old record and its history. A signature or sent status does not mean payment.