Find bookings that haven’t been invoiced
Use the Uninvoiced jobs report to identify billing follow-up without confusing it with unpaid invoices or creating duplicates.
Use the Uninvoiced jobs report to identify billing follow-up without confusing it with unpaid invoices or creating duplicates.
Before you start
Reports View for /reports/uninvoiced; Bookings View to inspect a booking. Preparing/issuing an invoice requires separate Sales ledger permission. This lesson only identifies and hands off the work.
- Use fictional confirmed/completed jobs, including one zero-value example and one already linked to a pro-forma.
- Know the operator’s billing process; this report does not itself decide when a charge should be issued.
Read what this report includes
Open the Uninvoiced jobs report. It lists confirmed or completed bookings with no line on a non-voided invoice. Read that definition first: this is not a list of customers who still owe money.
Check the screen for: Uninvoiced jobs heading and definition.
Match the reference and travel date
Work through the rows, checking Ref, Customer, First travel date and Price. The oldest travel dates appear first. Use the page controls if there are more results; do not assume the first page is the whole list.
Check the screen for: Ref, Customer, First travel date, Price and pagination.
Check the booking before billing
Open a booking reference and verify the journey, status and agreed price. Review its invoice links before starting the invoice workflow. If another colleague has already dealt with it, refresh the report and avoid creating a duplicate.
Check the screen for: Booking identity, price and invoice links.
Understand pro-formas and zero-value work
A pro-forma line counts as invoiced for this report, so a missing row does not prove a final invoice was issued. Zero-value jobs can still appear and are flagged; check why the price is zero before taking action.
Check the screen for: Report definition and Zero value badge.
Choose the appropriate billing follow-up
For work ready to bill, continue through the normal invoice lesson. If the price or booking details need correction, resolve that with the responsible person first. This report does not issue an invoice or record a payment for you.
Check the screen for: Invoice this job link or booking detail requiring review.
Check it worked
- You should have identified the specific bookings needing billing attention and checked their current records. A clear report means no matching rows, not proof that every customer has paid.
Something not quite right?
Why can’t I see this option?
Reports View for /reports/uninvoiced; Bookings View to inspect a booking. Preparing/issuing an invoice requires separate Sales ledger permission. This lesson only identifies and hands off the work.