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Creating and Editing Invoices

Pipeline provides a full invoice editor for creating, editing, and managing invoices linked to your jobs.

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Invoice Header

Screenshot: The draft invoice editor showing the header (Invoice Reference, Date, Customer), the line items table with Cost Code, Description, Units, Rate, and Line Nett columns, and the Nett/Tax/Total summary box at the bottom right.
When editing a draft invoice, the header contains:
  • Invoice Reference - Editable reference number (required, shown with red border if empty)
  • Invoice Date - Date picker for when the invoice is issued
  • Customer Name - The invoiced customer
  • Customer Address - Full billing address
Click the pencil icon next to the date to enter edit mode for header fields.

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Invoice Line Items

Each invoice line includes:
  • Job Date - Date the work was performed
  • Job Ref - Reference to the related job
  • Cost Code - Select from the dropdown (automatically fills description, rate, and tax rate)
  • Description - Line item description (editable)
  • Units - Quantity or hours (0 to 1000)
  • Charge Rate - Rate per unit (calculated from cost code)
  • Tax Rate - Tax percentage (from cost code)
  • Line Nett - Automatically calculated (Units x Rate)
Editing a line: Click the pencil icon on any line to enter edit mode. The row highlights and becomes editable. Click the checkmark to save or X to cancel. Deleting a line: Click the trash icon (requires PIN confirmation for security).

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Invoice Totals

The summary box at the bottom right shows:
  • Nett - Subtotal before tax
  • Tax - Total tax amount
  • Total - Gross amount (all formatted to 2 decimal places)

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Invoice Workflow

Invoices progress through three statuses:
  1. Draft - Fully editable. Title shows “DRAFT Invoice”. You can add/edit/delete lines and change the date and reference.
  2. Approved - Click “Approve Only” to lock the invoice. Lines are no longer editable. You can “Unapprove” to return to Draft if needed.
  3. Sent - After sending, the invoice is fully locked. You can only view the PDF.