Invoice a job's unbilled work

When a job's work is ready to bill, turn its tracked costs into an invoice:

1. Go to Invoicing › Jobs and open the job (the UNBILLED column shows what's ready: the amount the invoice would bill before tax).
2. Click + Invoice from Job.
3. Review the Bill unbilled work roll-up (the unbilled expenses, billable hours, and billable mileage, with tax applied) then click Create draft invoice.

Each expense goes on the invoice at its job cost plus its markup, and hours at their hourly rate. The preview and the draft it creates carry the same amounts.

It opens as a draft you can review and send, and every item pulled in is marked billed so it can't be billed twice. The job moves to invoiced.

If you cancel that invoice, or delete it while it is still a draft, everything it billed is released: the expenses, hours and mileage become unbilled again, so you can edit them and invoice the job again. A credit note does not release anything, because it reduces what the client owes without saying which costs it covers.

The roll-up is a fixed preview, not an editable line-item form: for a hand-built invoice, create one from Invoicing › Invoices instead. Sales tax is set from the client's or your book's province automatically. The invoice takes the next number in your own invoice numbering, the same as any other invoice.

Add work by voice

On the phone, a job's logged hours and receipts are rarely the whole bill: there is often a part or a call-out you never logged. Open the job, tap Bill this job, and tap Add work by voice. The Describe the job screen opens with this job and its client already chosen. Say or type the extra work, for example "swapped the 40-gallon tank, tank was 1,150", and tap Draft it.

The draft card shows the job with Also bill 6.5 h and 2 receipts logged on this job, and the amount that work comes to. It starts off. Turn it on and the card shows the total with the logged work added, worked out by HQ with tax. Save draft then makes one invoice carrying the lines you said first and the job's logged work after them, and marks that logged work billed, exactly as Bill this job does. Leave it off and you get an invoice with only the lines you said, and the logged work stays unbilled for later.

The same switch appears whenever a drafted invoice matches one of your jobs with unbilled work, however you got to the Describe the job screen. It only appears on an invoice for that job's own client, and never on a quote: a quote bills nothing. If someone logs more work on the job while you are looking at the card, saving stops and shows the new total before anything is created.