WEBVTT

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The roof refurbishment is
complete,

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ready for the office to review.

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Create a draft invoice from the
job,

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with the customer's details.

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Check the work, VAT and total.

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No deposit is applied in this
example.

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Check the recipient, then confirm
when you're ready to send.

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With online payments configured,

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the customer can pay from the
invoice link.

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Push the recorded payment to Xero.

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Bank settlement is a separate
step.

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Completed work. Reviewed invoice.

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A connected payment record.