Service invoices
Service → Invoices. Invoices raised from service work.
A service invoice is generated from job activities once every activity on the job has been cleared. A job with an open visit is not yet invoiceable, however finished the earlier visits are.
The lifecycle
Draft → Approved → Processed → Completed, and cancellable at any point before Completed.
| State | What it means |
|---|---|
| Draft | Newly generated. Charges can be reviewed and adjusted |
| Approved | The final PDF is generated and the Due Date is set. Ready to send or process |
| Processed | Sent to the accounting system — Xero, or BMS Debtors — and available for payment reconciliation |
| Completed | Settled |
| Cancelled | Abandoned |
Bulk approve is available from the Invoices index.
Important
Approving is what fixes the document. The PDF and the due date are both produced at approval, so adjustments belong in Draft. After approval the remedy is a credit, not an edit.
Where Completed comes from depends on the accounting integration. With Xero connected, an invoice cannot be completed in BMS at all — completion follows the payment coming back from Xero. See Where Xero touches BMS.