GeoOp currently integrates with various accounting software such as XERO, MYOB, QuickBooks or FreshBooks. If your account is integrated with such software, then GeoOp will use the template from this software to create and send invoices to your clients.

To create an invoice for one of your client, simply head to the corresponding job and click + > Invoice. Once confirmed, the system will automatically use all the Invoiceable charges on that job to create a new PDF invoice.

If you have already created an invoice for that job previously, the charges that were included in the previous invoice won't be included in the new one. Once created, you can view that invoice PDF in the Invoices tab under that job.

To approve an existing draft invoice, simply click on the ... next to the invoice and select Approve Invoice. Once approved, the draft document will be replaced by an approved one and the status will be updated in your accounting software

Be careful, approving an invoice is permanent and cannot be reversed.

To void a draft invoice, simply click on the ... next to the invoice and select Void Invoice. Once confirmed, the draft document will be deleted and the corresponding charges reversed to a non-invoiced status. The draft invoice will also be voided in your accounting software

Be careful, deleting an invoice is permanent and cannot be reversed.

To access that feature your GeoOp Administrator needs to grant you the permission "Invoicing".

Simply head to the corresponding job, go to the Invoices tab and click on the ... next to the invoice you want to send. Select Send via email, customise the content of your message and send it.