Review an invoice before you save
ConstructionPro.io · 19 August 20261 min read
Split lines, watch remaining, and catch a duplicate or a cost that is already on the ledger.
Saving a bill should not be a hope-and-check later. Review is where remaining, VAT and duplicates get honest.
Before you save
- Upload the PDF or photo and check supplier, date, number and total.
- Pick a default category — unpriced remainder posts there.
- Split mixed lines — each line can keep Same as invoice or go to its own category. See How to split an invoice.
- Watch the allocation meter — remaining is header total minus priced lines. You can save when it is balanced, or when a default category will take the rest. You cannot save when lines overshoot the total.
- Record net and VAT if the bill shows them. Spend still uses the gross. VAT on invoices.
Warnings that mean stop
- A similar invoice (same supplier, number or amount and date) is already on the project.
- A cost row already looks like this bill. Do not post both.
Query the line if it does not match the quote. Family viewers cannot change amounts.