JobFile Help & Support

Invoices

Owned by Kendall Walker

Last updated: Jun 15, 2017

1 min read

JobFile invoicing is an easy way to ensure your builder has been invoiced for all of your work

Getting Started

What else can I do?

Searching / Filtering / Reporting

Setup my invoice template

Create my first invoice

Create my invoice from a Purchase Order

Upload my own invoice (generated by another system)

Add supporting documentation to my invoice

Reset my invoice

Edit my invoice

Add / Edit / Delete lines on my invoice

Save my invoice

Link Tasks to my invoice

Issue (Send) my invoice

Print my invoice

Re-send my invoice

Change the status of my invoice

Delete my invoice

Cancel my invoice

View all of my invoices

Filter and search for my invoice

Change my invoice template / settings

Extract reports

Track the status until payment is received

COMING SOON:

Work out which invoices are overdue

Find out which tasks aren't invoiced

Generate an invoice report

Is there anything else you would like to be able to do with JobFile Invoicing?

If so, please contact our team to discuss: support@jobfile.com.au

Known Issues:

Possible formatting issues with invoices that go over multiple pages
If you have created an invoice on a task and the Job Owner (builder / client) reassigns the task to a different resource (supplier, trade), the invoice will not be copied to your now cancelled task. The Job owner will still see the invoice though and the new resource will not.
After you upload your own document as an invoice you cannot delete it. You can instead delete the invoice and start again if you have to remove it.
Minor issues with resolve functionality in invoice lines - it's best to manually calculate and review each line if in doubt

JobFile Pty Ltd