Issue an electronic invoice
Turn a certified valuation into a compliant electronic invoice, issue it in the structured format your client and tax authority accept, then track it through to paid and reconciled.
How it works, step by step
3 steps across the platform - what you do at each one, and why it matters.
Confirm the amount to invoice
ContractsTake the certified valuation for the period, deduct retention and everything already invoiced, and confirm the tax treatment and any reverse-charge rule that applies to the works.
Why: An invoice raised for more than was certified gets rejected, and one that mishandles the tax gets bounced by the buyer or the authority. Starting from the agreed figure is what gets it accepted first time.
Issue the electronic invoice
FinanceGenerate the invoice as a structured electronic document, with the buyer reference, line detail and tax breakdown the standard requires, and send it through the channel your client mandates.
Why: More countries and public clients now refuse a paper or PDF invoice outright and only accept a structured e-invoice. Issuing the compliant format means the invoice is machine-read and booked instead of sitting in a rejection queue.
Track it to paid
ReconciliationWatch the invoice through received, approved and paid, chase anything stuck past its due date, and reconcile the amount that lands against what you issued.
Why: An issued invoice is not money until it is paid, and a short payment slips by unnoticed unless you match it back. Tracking every one to settlement is how the cash you earned actually reaches the account.