Invoicing and Purchase Orders

The Finance module is optional but powerful. It lets you create invoices from completed jobs and manage purchase orders for supplier costs. If you use external accounting software, you can export finance data in compatible formats.

Invoicing

Creating invoices

Generate invoices from completed jobs. Invoices pull through the pricing from the original sale and the actual waste data from the job, so you don't need to re-enter any details. Navigate to Work → Finance and select the completed jobs you want to invoice.

Rebates

Apply rebates to invoices where applicable. Rebates let you pass a share of the value back to the customer -- for example, where recyclable materials have a positive value. You can set up rebate rules that apply automatically based on waste type or customer arrangement.

Credit notes

Issue credit notes against existing invoices when corrections are needed. Credit notes reference the original invoice and clearly record the reason for the adjustment, keeping your financial records accurate and auditable.

Purchase orders

Create purchase orders for costs incurred from your suppliers -- for example, disposal costs, transport costs, or processing fees. You can link purchase orders to specific jobs to maintain a clear cost trail from the work performed through to the supplier payment.

Exporting finance data

Export invoice and purchase order data in formats compatible with your accounting software. This lets you maintain Paperwork as your operational system while keeping your financial records in a dedicated accounting package. Exchequer-specific report formats are available in the Reports section for businesses using that platform.

What to do next

• Use drill-down analytics and reports to analyse your financial and operational data
• Configure your finance settings to set up invoice numbering, VAT rates, and payment terms