Money path · cash
LiveInvoice from the repair order — then collect
Re-keying approved work into a separate invoicing tool is how lines get lost and disputes start. Operational invoices should birth from authorised scope; books of record stay in Xero/MYOB — export is Dry-run today with a gated live push path, not Connected theatre.
Primary persona: Advisor / owner / accountant (ops)
The problem
What breaks without this process
Jobs finish in one system; invoices live in another; AR is a Friday spreadsheet surprise.
Why it matters
Rationale — profit, risk, and shop floor truth
- 01
GST-aware totals for AU/NZ-first shops without pretending to be the general ledger.
- 02
Payment records update AR so owners see cash risk daily.
- 03
Partial pay support matches real customer behaviour.
- 04
Text-to-pay / portal pay path expanding — Stripe shop Checkout Stub without keys, live when configured.
Proof from the live demo
Real UI — not a pitch mockup
Captured from the seeded multi-tenant demo. Open the same surface with demo credentials.
Stage sequence
Step-by-step use case
Each stage lists the action, the business why, and the intended outcome. This is how we implement and test the product — not marketing fiction.
- 01
Validate authorised lines
Action
Ensure produce-complete jobs have approved billable lines; fix scope gaps.
Why this stage
Invoicing unapproved work creates chargebacks and trust damage.
Surface: RO / QuotesOutcome: Billable scope - 02
Issue tax invoice
Action
Create GST invoice from RO; lock issued document version.
Why this stage
Document integrity matters for disputes and accounting export later.
Surface: InvoicesOutcome: ISSUED invoice - 03
Collect payment
Action
Record cash/card/payment, or hosted Stripe Checkout when keys are configured (Stub without keys — path expanding).
Why this stage
WIP that is READY but unpaid is still working capital stress.
Surface: Invoices / paymentsOutcome: Cash applied - 04
Close money loop
Action
RO/invoice progress to PAID/CLOSED; dashboard AR widgets update. Xero export remains Dry-run unless gated live.
Why this stage
Owners manage cash from the same OS that ran the job — not a second tool.
Surface: DashboardOutcome: AR truth
Related search intent
- workshop invoicing GST
- auto repair AR software
- text to pay workshop