1
00:00:00,516 --> 00:00:02,661
The roof refurbishment is
complete,

2
00:00:02,759 --> 00:00:04,548
ready for the office to review.

3
00:00:06,502 --> 00:00:08,815
Create a draft invoice from the
job,

4
00:00:08,825 --> 00:00:10,588
with the customer's details.

5
00:00:12,502 --> 00:00:14,991
Check the work, VAT and total.

6
00:00:15,168 --> 00:00:17,656
No deposit is applied in this
example.

7
00:00:19,502 --> 00:00:23,231
Check the recipient, then confirm
when you're ready to send.

8
00:00:25,476 --> 00:00:27,465
With online payments configured,

9
00:00:27,495 --> 00:00:30,015
the customer can pay from the
invoice link.

10
00:00:31,474 --> 00:00:33,705
Push the recorded payment to Xero.

11
00:00:34,011 --> 00:00:36,143
Bank settlement is a separate
step.

12
00:00:37,472 --> 00:00:39,668
Completed work. Reviewed invoice.

13
00:00:39,881 --> 00:00:41,371
A connected payment record.