Create the core CRM invoice for a job
Generate or reuse the linked invoice from job commercial values.
Exact navigationAdmin Area → Courier & Logistics → Jobs → Open completed job → Create Invoice
What this guide covers
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.
Exact step-by-step process
- Open the job.
- Verify customer/core client link, agreed revenue, VAT, currency and payment terms.
- Select Create Invoice.
- Open the returned core CRM invoice.
- Verify line, totals, due date and job link.
Fields, choices and supported possibilities
This action uses the values already stored on the selected source record. Review that record before continuing.
Code-backed validations and workflow rules
- The accounting service can avoid duplicate creation unless force behaviour is explicitly used.
- The invoice is created from the saved job/customer values.
Expected result and verification
- 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.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.