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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 re-entering hours in a separate sheet.

Who it's for

Planner / finance

Prerequisites

  • At least one completed shift ready to approve

Steps

  1. Pending Actions covers confirmations, change requests, and hour approval in one queue. Open Pending Actions (or Overview → pending verifications). If the button says Verify, use it — same approval step. Then review delivered work and approve or dispute what happened.
  2. Set approved hours to Ready for invoicing so they enter the Invoice Queue.
  3. Open Invoicing and generate from shifts that are Ready for invoicing.
  4. Preview the invoice before you send or export.
  5. Email or export PDF and UBL when your process is ready. This version does not send over the Peppol network.
  6. Invoicing uses the rate that applied that day. A later change does not rewrite past invoices.

Go deeper

Open the matching Help Center guide for the in-app steps, or get in touch.

Open Help Center guideGet in touch

Visuals

Approve delivered hours before they can be invoiced.

Approve delivered hours before they can be invoiced.

Ready for invoicing: the bridge into the Invoice Queue.

Ready for invoicing: the bridge into the Invoice Queue.

Related feature

Open feature page

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See how this works on your chain?

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The demo opens in a new tab: a fictional agency, no account needed.