From shift to invoice
Approve delivered hours and set them to Ready for invoicing, then generate from the Invoice Queue.
Outcome
You see how approval connects planning to invoicing without a second spreadsheet.
Who it's for
Planner / finance
Prerequisites
- At least one completed shift ready to approve
Steps
- Review delivered work and approve (or dispute) what happened. If the button says Verify, use that.
- Set approved hours to Ready for invoicing so they enter the Invoice Queue.
- Open Invoicing and generate from shifts that are Ready for invoicing.
- Preview the invoice before you send or export.
- Email or export PDF and UBL when your process is ready. This version does not send over the Peppol network.
- Invoicing uses the rate that applied that day. A later change does not rewrite past invoices.
Go deeper
Need every click path and screenshot? Open the matching Help Center guide, or book a conversation.