Create Accounts Receivable Invoice for Authorised Works

16.7 Create Accounts Receivable Invoice for Authorised Works. Version 1.0. Last updated February 2026

Create Accounts Receivable Invoice For Authorised Works

This article will take you through the process of creating Accounts Payable Invoices against the Work Orders in your jobs. 

Go to the Finance tab in the job you need to create the invoice against

Go to the Accounts Receivable Invoices tab.
Use the green panel drop downs to create a new invoice 

• Type (Required) – what the invoice is for (Note - Authorised Works will allow you to bring in the details for an authorised estimate on that job).
• To (Required) – Who the invoice will be addressed to. Anyone assigned on the job will be in the list to select from, Customer, Client etc.
• co/.. – Care of option is available, you can choose anyone assigned on the job.
• Account No. – these will link back to your accounting software and categorise your invoices.

Once you have made your selections click the Create button.

On the next screen you will be able to create your invoice details.

If you have chosen ‘Authorised Works’ as the type you will be able to select the estimate you want to invoice out and it will bring the price in for you.

Chose the Estimate from the drop down and select Add 

You will now have a line item. You can edit the Description if required, but the price will be locked as per the estimate.

Use the date fields to select when the invoice is due. 

To generate the invoice click the Create PDF button on the right hand side.

Once you click Create PDF you will be taken to the Forms section of the job. You will be able to select what template you want to use to generate your invoice as a PDF document to distribute as required. 

Note - a default template might be set by your company administrator

You can edit what information is visible on the invoice by selecting the Edit Accounts Receivables Invoice button, a pop up box will appear with check boxes to select what is shown. Click Update to confirm your selection.

Once you are happy with how the form looks select the Generate button at the top of the screen. Generate and View will open a preview of the form too.

The page will then refresh and you will be able to change the invoice Status as required.

You will be able to access the PDF version of the invoice from here, and it can also be found in the Documents tab of the job.

The invoice will now appear in a list on the Accounts Receivable Invoices tab and be included in the value summaries.