Invoicing Walkthrough Step 1 / 8
ratioaucta.app/invoices

Invoices

+ Create Invoice
Draft
$3,554
Sent
$18,240
Invoice #ClientProjectIssuedStatusTotal
INV-1000Acme CorpProject Alpha02/06/2026SENT$9,120.00
INV-0999Beta HoldingsProject Beta28/05/2026$12,400.00
INV-0998Acme CorpProject Alpha21/05/2026$7,860.00
ratioaucta.app/invoices/create

Create Invoice — Select Project

Only projects that have a client and unbilled, approved work appear here.
Search for a project…
Continue →Cancel
ratioaucta.app/projects/PRJ-1001/invoice

Create Invoice · Project Alpha

Bill Through:2026-06-14

Unbilled Time

Toggle All
SelectDateStaff / TaskBilled Hrs
12 Jun 2026A. Taylor
Design Review
(6.00)6.00
13 Jun 2026A. Taylor
Site Inspection
(4.50)4.50
14 Jun 2026J. Smith
Drafting
(8.00)8.00

Unbilled Disbursements

Toggle All
Travel & mileage$120.00
0 Time Entries · 0 Disbursements Format: Detailed (Line by Line) ▾
Subtotal
$0.00
Total (ex GST)
$0.00
Create Invoice
ratioaucta.app/projects/PRJ-1001/invoice

Apply a Write-Down

Reduce the billable hours on a line, then confirm the reason. R/A records who wrote it off and why.

Unbilled Time

Toggle All
SelDateStaff / TaskWrite-DownBilled Hrs
12 JunA. Taylor
Design Review
⚠ Confirm Write-Down"Internal rework — not billable"
A. Taylor · 19 Jun 2026
(6.00)6.00
13 JunA. Taylor
Site Inspection
(4.50)4.50
14 JunJ. Smith
Drafting
(8.00)8.00
3 Time Entries · 1 Disbursement
Total (ex GST)
$3,450.00
ratioaucta.app/projects/PRJ-1001/invoice

Choose a layout & create

Pick how line items are grouped, then create the draft. Selected time & disbursements lock to this invoice.

Invoice Format

Detailed — line by line
Group by Task
Group by Staff Member
3 Time Entries · 1 Disbursement · 1 write-down
Total (ex GST)
$3,090.00
Create Invoice
ratioaucta.app/invoices/draft

Invoice #DRAFT

DRAFTIssue InvoicePrint / PDF

Tax Invoice

#DRAFT
Ratio Aucta Consulting Ltd
Issue Date: 19 Jun 2026
Due Date: 03 Jul 2026
Bill To
Acme Corp
14 Quay Street, Auckland · accounts@acme.co
DescriptionQtyPriceAmount
12/06 - A. Taylor: Design Review4$180.00$720.00
13/06 - A. Taylor: Site Inspection4.5$180.00$810.00
14/06 - J. Smith: Drafting8$180.00$1,440.00
Travel & mileage1$120.00$120.00
Subtotal$3,090.00
Tax (15%)$463.50
Total$3,553.50
ratioaucta.app/invoices/INV-1001

Invoice #DRAFT

DRAFT 🔗 Synced to Xero Issue Invoice

Tax Invoice

#DRAFT
Ratio Aucta Consulting Ltd
Issue Date: 19 Jun 2026
Due Date: 03 Jul 2026
Bill To
Acme Corp
14 Quay Street, Auckland · accounts@acme.co
DescriptionQtyPriceAmount
12/06 - A. Taylor: Design Review4$180.00$720.00
13/06 - A. Taylor: Site Inspection4.5$180.00$810.00
14/06 - J. Smith: Drafting8$180.00$1,440.00
Travel & mileage1$120.00$120.00
Subtotal$3,090.00
Tax (15%)$463.50
Total$3,553.50

Issue this invoice? This finalizes the invoice number, locks it, and pushes it to Xero.

CancelIssue
ratioaucta.app/invoices/INV-1001

Invoice #INV-1001

SENT 🔗 Synced to Xero Mark as Paid

Tax Invoice

#INV-1001
Ratio Aucta Consulting Ltd
Issue Date: 19 Jun 2026
Due Date: 03 Jul 2026
Bill To
Acme Corp
14 Quay Street, Auckland · accounts@acme.co
DescriptionQtyPriceAmount
12/06 - A. Taylor: Design Review4$180.00$720.00
13/06 - A. Taylor: Site Inspection4.5$180.00$810.00
14/06 - J. Smith: Drafting8$180.00$1,440.00
Travel & mileage1$120.00$120.00
Subtotal$3,090.00
Tax (15%)$463.50
Total$3,553.50

Mark invoice INV-1001 as Paid?

CancelMark as Paid

💡 When an invoice is synced to Xero, you don't even need this button — R/A updates the status to Paid automatically as soon as the invoice is marked paid in Xero. Paid invoices feed your WIP and financial reports; overdue ones flag automatically once past the due date.

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