Invoices raised from the Work Log record their revenue automatically. Use this form only for an invoice raised directly in Xero.
Enter the FULL invoice amount once. To share it, press + Person and set each person's %; one entry per person is saved, adding up to the invoice. The form clears completely after each save.
Revenue entries
Log a job
To invoice
Tick the jobs for one client, then raise them as a single Xero draft.
Invoices raised from here
Xero status and value are read each morning. A difference from what was raised means it was changed in Xero: the Invoice Check screen and the Wednesday email show it too.
All jobs
Invoice check — Xero against the apps
Every sales invoice raised in Xero since 1 May 2026 should be recorded once: against a maintenance person, a project application, or a project as extra revenue. Anything listed here is not.
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Service reminders
Clients whose annual service is due or overdue. Tick who should get a reminder, check the wording, then send. Nothing is sent until you press Send, and each email is copied to the office.
