Creating and Editing Invoices

Vera provides a full invoice editor for creating, editing, and managing invoices linked to your jobs.

Invoice Header

Screenshot: The draft invoice editor showing the header (Invoice Reference, Date, Customer), the line items table with Cost Code, Description, Units, Rate, and Line Nett columns, and the Nett/Tax/Total summary box at the bottom right.

When editing a draft invoice, the header contains:

Invoice Reference - Editable reference number (required, shown with red border if empty)
Invoice Date - Date picker for when the invoice is issued
Customer Name - The invoiced customer
Customer Address - Full billing address

Click the pencil icon next to the date to enter edit mode for header fields.

Invoice Line Items

Each invoice line includes:

Job Date - Date the work was performed
Job Ref - Reference to the related job
Cost Code - Select from the dropdown (automatically fills description, rate, and tax rate)
Description - Line item description (editable)
Units - Quantity or hours (0 to 1000)
Charge Rate - Rate per unit (calculated from cost code)
Tax Rate - Tax percentage (from cost code)
Line Nett - Automatically calculated (Units x Rate)

Editing a line: Click the pencil icon on any line to enter edit mode. The row highlights and becomes editable. Click the checkmark to save or X to cancel.

Deleting a line: Click the trash icon (requires PIN confirmation for security).

Invoice Totals

The summary box at the bottom right shows:

Nett - Subtotal before tax
Tax - Total tax amount
Total - Gross amount (all formatted to 2 decimal places)

Invoice Workflow

Invoices progress through three statuses:

Draft - Fully editable. Title shows “DRAFT Invoice”. You can add/edit/delete lines and change the date and reference.
Approved - Click “Approve Only” to lock the invoice. Lines are no longer editable. You can “Unapprove” to return to Draft if needed.
Sent - After sending, the invoice is fully locked. You can only view the PDF.