Invoices

Finances5 min read

Invoices bill your customer for work done. Create them from an accepted quote or variation, or build a standalone invoice on the job.

From an approved quote

1

Approve the quote

Mark the quote Approved after the client agrees (from the quote builder when status is Sent, or via the customer approval link).

2

Generate the schedule (standard quotes)

Click Generate schedule on the quote or follow Commercial setup on the Finances tab. This creates tasks linked to quote lines or estimate work items for progress billing.

3

Create the invoice

Click Create invoice on the approved quote, or use Finances → Invoices → New invoice and choose:

• Milestone payment — bill a fixed payment stage (deposit, first fix, etc.). Best when the quote has a payment schedule.
• Progress valuation — bill from task % complete on the schedule. Best for ongoing work without fixed stage amounts.

For external PDF contracts, SiteHut creates a draft invoice from the contract total.

4

Issue and send

Review line items, retention, and tax in the invoice editor, then send or export for your accounts process.

Direct invoice

1

New invoice on the job

Open Finances → Invoices → New invoice.

2

Add lines

Enter line items, quantities, and tax. You can also source lines from approved variations where your workflow supports it.

3

Send the PDF

Issue when ready. Workspace company details and logo feed the PDF header.

Tip

Add a high-resolution logo under Settings → Workspace Settings → Company for sharper PDFs (~600px wide PNG works well).

Note

Staged billing? After the first milestone invoice, Commercial setup stays available on the Finances tab until every payment stage has been billed. See Quotes — quick quote with payment stages.

Payments and accounting

• Card payments — optional Stripe Connect on client invoices (see workspace billing settings).
• Xero — issued invoices can sync as sales invoices when the workspace is connected (Xero sync).