From recorded work to a traceable customer invoice.
XANDER / Job Invoices
From recorded work to a traceable customer invoice.
Implemented in reviewed source
Select unbilled, billable cost entries from a job to create a customer invoice draft. Review quantities, prices, line tax, customer details and due date. Issue a numbered invoice with a retained issuer identity, download its PDF and record partial or full payments. Issued invoices are immutable. Recording a payment is a controlled ledger action, not an integrated bank settlement.
How it works
Select the job’s unbilled, billable entries.
Review the draft and issue the numbered invoice.
Export PDF and record payments against the remaining balance.
R354.7 source reviewed · runtime acceptance varies by module.
Customer invoices & billing
Connect the invoice to the work that supports it.
The everyday problem
When finance receives an amount without its operational context, checking quantities or explaining a line to the customer requires another round of questions. Copying lines into a separate document can also detach the invoice from its source.
How XANDER helps
Select eligible, unbilled job entries to prepare the draft. Review customer details, quantities, selling prices and line tax before issue. Retained invoice lines and issuer identity provide a stable document, with PDF export and recorded partial or full payments. Platform subscription billing is a separate workflow.
Who benefits—and how
For the finance team: work from selected job entries instead of manually rebuilding the entire invoice from scattered notes.
For the manager: review the draft and distinguish outstanding customer balances from the platform subscription account.
For the company and customer: a more explainable invoice and retained document history support queries and follow-up. Recording a payment does not mean a bank feed or payment gateway has settled it.
A practical situation
Example: issue an invoice for selected billable job entries, then record a partial receipt. The remaining balance stays visible. A later cost correction must not silently rewrite the already issued customer document.
How to evaluate the benefit
Measure time from accepted job evidence to invoice issue, invoice queries caused by unclear line support and outstanding balances requiring follow-up.
Benefits describe intended operational value. No measured saving or guaranteed return is implied.
