← All guides

Invoicing & T&M billing

Owners

Generate from actuals

Work → Invoicing → pick a job → Generate invoice. T&M jobs bill clocked hours at the rates the customer was quoted plus consumed materials with markup; fixed-price jobs seed the contract total for you to adjust.

Review before it goes out

  1. Check the hours-by-worker table, the materials list, and the reconciliation strip against job cost.
  2. Add manual lines (freight, subcontract, credits); Regenerate re-pulls actuals without losing them.
  3. Approve to lock the invoice — then Send to customer emails the PDF.

Not-to-exceed

T&M invoices show the NTE and warn loudly when the total passes it. Customers can optionally watch live progress toward it in their portal (Admin → Settings → Markup).