Record
Choose a Xero customer. Add the job reference, proof of work and agreed quote.
Completed work
Finished work. A checked invoice next.
Record the finished job and agreed price. Check each line and approve a draft in Xero. Proof of work and tax codes stay with the job. A duplicate check stops you billing twice. This action does not issue or email the invoice.
JOB-124
Completed depot maintenance · £625 before tax
Draft to review · Sam Hart
Source and evidence
Signed completion sheet · approved quote Q-118
Step 1 of 4
Record
Choose a Xero customer. Add the job reference, proof of work and agreed quote.
Step 2 of 4
Check
Check each line, price and tax code. Missing proof or a repeat job reference stops the action.
Step 3 of 4
Approve
A named person approves the draft. Xevrion checks for an invoice with the same reference first.
Step 4 of 4
Confirm
The Xero invoice ID stays with the job. If the result is unclear, check Xero before trying again.
- ✓Does completion have evidence?
- ✓Does the price match the agreement?
- ✓Is this job already invoiced?
Select a step to explore it. Example data only; no message or invoice is sent.
From source to outcome
One connected workflow. Clear decisions.
Check
Check each line, price and tax code. Missing proof or a repeat job reference stops the action.
Approve
A named person approves the draft. Xevrion checks for an invoice with the same reference first.
Confirm
The Xero invoice ID stays with the job. If the result is unclear, check Xero before trying again.
Know what the result means.
Measured
Drafts confirmed by Xero. Dates from finished work to invoice.
Separate
A new invoice is not cash received or profit earned.
Human decision
Proof of work, agreed charges, tax codes and when to issue the invoice.
These examples do not promise a return. Measure where you start. Count setup, review and running costs too.
Explore the example workspaceKeep the whole journey connected.
What you need.
Xero with read and write access. Proof of finished work, agreed prices and your sales and tax codes. It creates a draft; you issue it in Xero.
A clear first trial.
Start with a few records. Check the result and the time spent on review. Measure useful capacity and real cost changes separately.
Research, method and limitsStart with one useful result.
Connect your tools, review the first job and check its evidence. Every plan includes the three services and your existing workspace tools.
14 days free No payment details No sales calls