The money side — POs, dispatch & invoicing
The money side of a job: customer PO, supplier POs, dispatch and invoices.
What this is for
The money side of a job lives across a few tabs — the customer's PO reference on the job header, supplier purchase orders on Purchasing, dispatch, and invoicing plus variations on Accounts. It keeps the operational job and its finances joined up.
Before you start
- You have permission to see the money side (roles control this).
Step by step
- 1
Open the job. Record the customer's PO in the Customer PO field on the job header if they have raised one.
- 2
On the Purchasing tab, raise supplier purchase orders for materials this job needs.
- 3
Use the Dispatch tab to record what is going out.
- 4
On the Accounts tab, generate invoices to bill the customer.
Tips & gotchas
- If accounting is connected, invoices here sync to Xero or QuickBooks — see Integrations.
Related guides
Raise & receive a purchase orderOrder materials from a supplier and record what arrives.Print the job sheet & SWMSThe shop-floor run sheet and the safety paperwork, as PDFs.Connect Xero or QuickBooksSync invoices and payments to your accounting software.Credit a customer backRaise a credit note when a job shrinks or the customer changes their mind.Cancel a jobStop a job and settle the material, the money and the calendar.