Create the core CRM invoice for a job

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to generate or reuse the linked invoice from job commercial values.

What this guide helps you do

Generate or reuse the linked invoice from job commercial values. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Follow these steps

1. Go to the job.
2. Check customer/core client link, agreed revenue, VAT, currency and payment terms.
3. Select Create Invoice.
4. Go to the returned core CRM invoice.
5. Check line, totals, due date and job link.

Fields and options

This action uses the values already stored on the selected source record. Review that record before continuing.

Rules and limits

• The accounting service can avoid duplicate creation unless force behaviour is explicitly used.
• The invoice is created from the saved job/customer values.

Check it worked

• The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.

Security, audit and operational checks

• Use the exact record and least-privilege role before changing any state.
• Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
• Use protected document and image routes rather than exposing server filesystem paths.
• Keep customer, driver, provider, financial and credential data within the authorised workflow.
• For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.

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