WorkWorksheets
Submitted Invoices Popup
How to review, print, email, and share invoices created during worksheet submission before leaving the worksheet flow.
When worksheet submission creates invoices, Work Planner pauses the flow and opens the submitted invoices popup so you can deal with those invoices straight away. That saves you jumping into Accounts immediately just to print or send what was created.
What You See in the List
- Reference: Each row is headed by the invoice reference so you can recognise it quickly if customers or office staff are expecting a specific invoice.
- Status badge: The badge shows whether the invoice is still open, sent, paid, settled, written off, or cancelled.
- Customer: Confirms who the invoice belongs to before you send anything.
- Total and Balance due: Useful for a quick accounts sense-check before the invoice goes out.
- Business: This appears when the worksheet submission has created invoices across more than one business, so you can still see which invoice belongs where.
Actions on Each Invoice
- Print: Opens that invoice as a PDF so it can be printed or saved immediately.
- Email: Opens the invoice email flow with the chosen invoice already loaded.
- Share: Only in the Work Planner app on a phone or tablet. It opens your device's share options with that invoice PDF, so you can send it straight to the customer by WhatsApp, text, or email. Like printing, it marks the invoice as sent.
- Why this popup matters: It keeps the invoicing handoff tied to the worksheet while the visit details are still fresh, instead of relying on somebody remembering to come back later.
Continue
- Continue: Closes the popup and finishes the worksheet submission flow.
- You do not have to send every invoice first: The popup is a review and dispatch opportunity, not a hard stop. You can continue and handle the invoices later if needed.
Related articles
- Submit Options: Explains how invoice creation fits into worksheet submission in the first place.
- Print, Email, and SMS Actions: Useful if you want the broader sending and printing tools around the worksheet itself.
- Worksheet Detail Screen: Shows the screen you return to before leaving the worksheet flow.
- Print Options Popup: Handy if you still need the worksheet PDF as well as the created invoices.