Creating an invoice from a job
Creating an invoice from a job
When a job is complete, you can generate an invoice directly from the job detail page. VanMan pulls in the customer details, job costs, and line items automatically.
Open the completed job
Navigate to the job you want to invoice. The job should be in a completed status.
Click Create Invoice
Click the Create Invoice button on the job detail page. VanMan generates an invoice pre-filled with the customer name, contact details, and all cost line items from the job.
Review and adjust
Preview the invoice before sending. You can adjust line items, add discounts, or change the payment terms if needed. The total including GST is calculated automatically.
Send the invoice
Click Send to email or SMS the invoice to your customer. The invoice is stored against the job and its status is tracked (sent, viewed, paid, overdue).
If you have Xero connected, the invoice syncs automatically. You do not need to create it separately in Xero.
The invoice appears in the job's activity timeline so your team can see when it was created, sent, and paid.
Was this article helpful?