How to Use the Invoices Page in Workelect

The Invoices page is where completed work becomes a billable customer record. It also handles the balance side of the workflow once money starts moving.

• Review invoices created from completed jobs.
• Filter by outstanding balance or zero balance.
• Sync invoice data to accounting software when connected.
• Record payments, credits, and refunds.
• Convert an invoice back to a job if corrections are needed.

This page is the bridge between operational completion and financial reporting.

• Check the invoice totals and customer details after the job has been completed.
• Send the invoice out to the customer using the document and email actions you need.
• Sync the invoice to QuickBooks or Xero when your provider connection is active.
• Review sync feedback so you can spot and resolve provider-side issues quickly.
• Use the balance filter to focus on invoices that still need payment attention.

The invoice record becomes the main place for customer balance management.

• Record cash, cheque, or bank transfer payments directly against the invoice.
• Take card payments and payment links using Stripe if payment tools have been configured in Settings.
• Apply credits when invoice totals need to be reduced or adjusted.
• Issue full or partial refunds when money must be returned to the customer.
• Sync payments, credits, and refunds to accounting software so balances stay aligned across systems.

Sometimes a billing record needs to be corrected rather than left in place.

• Convert the invoice back to a job when scope, stock, or pricing needs to be changed before rebilling.
• Remove the accounting software link if the synced provider record should no longer be tied to this invoice.
• Make the correction in the job workflow, then move it back through invoicing once the record is accurate.