Open Overview → Income to review work orders, create invoices and follow their delivery and payment status.
Review work awaiting approval
The approval section contains work orders that still need checking. Each row offers:
- A document action to prepare the invoice.
- A pencil action to edit the date, customer, description, lines and prices.
- A more-options action, including approval without an invoice or deletion where available.
Edit the work order first when its details are incorrect. Open the invoice preview, review the customer, dates, line amounts and VAT, then finalise when ready. Finalisation establishes the invoice number and financial details; check them before confirming.
Follow the four stages
- To process — the work order has been created and awaits approval.
- Ready to send — the invoice has been prepared but not yet sent.
- Awaiting payment — the invoice has been sent and payment is outstanding.
- Paid — payment has been recorded.
Read the totals
The summary blocks show the amount awaiting payment, the amount paid, the amount not yet awaiting payment and the combined total. Use them to see which invoices still need sending or payment follow-up.
Record sending and payment
Sending through AdMemo updates the delivery state. If you sent an invoice through your own email or another external channel, use Mark as externally sent so its status reflects that.
When payment arrives, open the invoice's payment/status action and record it as paid. Review your bank records and the saved payment status rather than assuming that downloading or sharing a PDF means the customer has paid.
Use the processed archive
The processed section shows approved work orders with their work date, customer, description, invoice number, amount including VAT and status. Use the document action to open or download the invoice.
Filter and search
You can narrow the overview by:
- Customer name or description in search.
- Work period, with a start and end date. A work order covering several days is included when its work period overlaps the selected range.
- Sort order, such as work date, customer or amount.
- Processing, delivery or payment status.
The result count controls the number of rows per page; 50 is the existing default. Detailed view shows additional information such as invoice lines and the payment date.
For example, select Awaiting payment and search for one customer to review that customer's outstanding invoices.
Export income
Use the General ledger download for the current filter selection. For a first-quarter export, select the appropriate January–March work period before downloading.
Review pending work before finalisation, keep sending/payment statuses up to date, and check the summary totals regularly.
Next steps: