Invoices and billing operations

Bill the work.
Keep the policy and payment in view.

Connect customer-ready invoices to the order and service history behind them. OrdexisOne combines detailed billing records, a guided invoice form and configurable automation with the logs and customer access needed to operate the process.

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The invoice retains its service scope, customer, recorded payment and open balanceIllustrative Canadian-dollar invoice I-621 for Jordan Kim, customer C-086, at 86 Cedar Avenue. Surface cleaning covers a twenty-by-thirty-foot area, six hundred square feet. One visit is billed at one hundred eighty dollars. One hundred dollars is recorded as paid, leaving eighty dollars outstanding. The related W-11 visit on September 10, 2026 was completed by Alex Rivera at 11:10 after forty-five minutes on site. Service completion, invoicing and partial payment are separate records; the invoice is not fully settled.Invoice I-621CAD · exampleJordan Kim · C-086 · 86 Cedar AvenueRetained service scopeHouse20 ft600sq ft30 ft longSurface cleaning1 visit × $180Invoice total$180Payment recorded$100Balance$80W-11 · 10 September · Alex Rivera45 min on site · visit completed at 11:10I-621 · 86 Cedar AvenueJordan Kim · C-086 · CAD example600sq ftSurface cleaning · 1 visitTotal $180Paid $100$80 remainingW-11 · 10 September · Alex Rivera45 min on site · visit completed 11:10 The invoice retains its service scope, customer, recorded payment and open balanceIllustrative Canadian-dollar invoice I-621 for Jordan Kim, customer C-086, at 86 Cedar Avenue. Surface cleaning covers a twenty-by-thirty-foot area, six hundred square feet. One visit is billed at one hundred eighty dollars. One hundred dollars is recorded as paid, leaving eighty dollars outstanding. The related W-11 visit on September 10, 2026 was completed by Alex Rivera at 11:10 after forty-five minutes on site. Service completion, invoicing and partial payment are separate records; the invoice is not fully settled.Invoice I-621 · CAD exampleJordan Kim · C-08686 Cedar AvenueHouse20 ft600sq ft30 ft longSurface cleaning1 visit × $180Invoice total$180Payment recorded$100Open balance$80W-11 · 10 SeptemberAlex Rivera · 45 min on siteVisit completed at 11:10Completion and partial paymentare separate records.Invoice is not fully settled.
A complete invoice center

Find the billing record and understand its state.

Search and filter invoices, review totals and status and open the detailed record. The office can move from the invoice list into the payment and document workflows relevant to that customer.

Invoice details retain the service line items, totals and customer and order details so billing can be understood alongside what was purchased.

Charges and commercial context
Review line items and totals with the customer and order that explain the invoice. Supported invoice-detail editing lets the office manage applicable information in the record.
Status and lifecycle
Review the invoice status and progress with its payment history. The office can understand where the bill sits before taking the next supported action.
Documents and payment actions
Generate or retrieve the invoice PDF and record supported payment actions. The document and financial history remain connected to the invoice.
Controlled manual invoicing

Create an invoice with its context already attached.

The manual invoice wizard gives the office a deliberate way to handle billing that needs direct input. Select or create the billing context, configure the charges and review the result before generation.

Review customer context, window quantities, configured charges and adjustments before generating a manual invoiceIllustrative manual billing review for customer C-034 at 34 Pine Road, in Canadian dollars. The selected scope contains twenty-four exterior window panes, represented as four three-pane openings on each of two storeys. The office has entered twenty-four panes at six dollars each, a one-hundred-forty-four-dollar charge, a ten-dollar fixed discount and zero additional tax in this example, for a reviewed total of one hundred thirty-four dollars. This is a review before invoice generation; no invoice, delivery, payment or completed service is established.Review the work before creating the bill.Customer C-034 · 34 Pine Road · CAD example24 exterior panesTwo storeys · selected scopeWindow cleaning24 panes × $6$144Fixed discount−$10Tax in this example$0Review total$134Review only · invoice not yet generated Review customer context, window quantities, configured charges and adjustments before generating a manual invoiceIllustrative manual billing review for customer C-034 at 34 Pine Road, in Canadian dollars. The selected scope contains twenty-four exterior window panes, represented as four three-pane openings on each of two storeys. The office has entered twenty-four panes at six dollars each, a one-hundred-forty-four-dollar charge, a ten-dollar fixed discount and zero additional tax in this example, for a reviewed total of one hundred thirty-four dollars. This is a review before invoice generation; no invoice, delivery, payment or completed service is established.Review before creating the bill.C-034 · 34 Pine RoadCAD example · window cleaning24 exterior panesTwo storeys · selected scope24 panes × $6$144Fixed discount−$10Tax in this example$0Review total$134Review onlyInvoice not yet generated.No delivery, payment orcompleted service established.

Define the line items.

Add the work or charges being billed and configure the relevant quantities and prices. Taxes and discounts contribute to the calculated totals in the supported wizard.

Review before creating the bill.

Check the billing context, line items and totals before invoice generation. The resulting invoice remains connected to the customer rather than becoming a separate document outside the operating history.

Continue through the invoice record.

Use the invoice detail for supported information changes, PDF access and payment actions. Customer and order context stay available when the office answers a billing question.

The invoice policy engine

Automate billing with rules you can inspect.

The policy workflow defines how invoices are generated and managed. Configure the timing, recurring behavior and related operating consequences, then review and simulate the policy before relying on it.

Define the business policy.

Configure invoice generation, timing and lifecycle behavior. Recurring billing settings support continuing service relationships, while grace, suspension and related operational rules describe the consequences your business applies.

Review the policy's stages before activation and simulate outcomes to understand the configured behavior.

Control when the engine runs.

Configure and review scheduler settings to control the invoice engine's operating schedule. The office can manage the run cadence alongside the policy that determines the billing result.

Policy and schedule are separate controls, giving the business a defined process for recurring invoice work.

Review what happened.

Review processing runs, invoices created, warnings and failures. Logs retain invoice automation activity so the office can trace the result and follow up when a run needs attention.

The office can see what automated billing did and review its recorded results.

Monthly billing policy, simulation and the recorded invoice-engine run are distinct evidenceIllustrative Canadian-dollar floor-care billing for 18 Market Street under configured monthly policy IP-12. The sixty-by-fifty-foot floor excludes a thirty-by-ten-foot office, leaving twenty-seven hundred square feet. Selected weekly commitments on September 8, 15 and 22 are each two hundred ten dollars. Simulation SIM-12 on September 29 at 16:30 previews six hundred thirty dollars and creates no invoice. The separate recorded run RUN-12 occurs September 30 at 02:00 under its configured processing schedule and generates I-710 for six hundred thirty dollars. Its balance remains six hundred thirty dollars, unpaid. This example run records zero warnings and zero failures.Appointment dates and billing runs stay distinct.18 Market StreetOffice2,700sq ftOffice excludedWeekly visits8 Sep$21015 Sep$21022 Sep$2103 × $210 = $630IP-12 · monthly billingSimulation SIM-1229 Sep · 16:30$630Preview onlyNo invoice createdRecorded run RUN-1230 Sep · 02:00I-710 generated$630Balance $630 · unpaid0 warnings / 0 failuresIP-12 · monthly billing18 Market · 3 visits × $210SIM-12 · 29 SepRUN-12 · 30 Sep16:3002:00$630$630Preview onlyI-710 generatedNo invoice$630 unpaidRun: 0 warnings / 0 failures
Customer billing access

Give customers a clear way to review and pay.

The customer invoice center provides summary information, status filters and detailed invoices. Customers can review charges and totals, download the PDF and see the payment history before using the configured payment path.

Supported card and e-transfer options follow your business setup. Billing stays alongside service information and account actions in your branded customer experience.

Explore customer payments 
A customer can distinguish invoice charges, a recorded partial payment and the remaining payment choiceIllustrative customer billing access for Jordan Kim at 86 Cedar Avenue in the Maple Services system. Invoice I-621 bills one surface-cleaning visit at one hundred eighty Canadian dollars. A separate payment record against I-621 shows one hundred dollars already applied, leaving eighty dollars outstanding. The invoice can be reviewed with its PDF and payment history. Card and e-transfer are configured payment choices in this example; showing those options does not record another payment or settle the remaining balance.Review the bill with its payment history.Jordan Kim · 86 Cedar Avenue · CAD exampleMaple ServicesInvoice I-621Surface cleaning1 visit × $180Total $180 · PDF availablePayment on I-621$100Already recordedStill outstanding$80Configured payment choices: card or e-transferNo new payment recorded in this example. A customer can distinguish invoice charges, a recorded partial payment and the remaining payment choiceIllustrative customer billing access for Jordan Kim at 86 Cedar Avenue in the Maple Services system. Invoice I-621 bills one surface-cleaning visit at one hundred eighty Canadian dollars. A separate payment record against I-621 shows one hundred dollars already applied, leaving eighty dollars outstanding. The invoice can be reviewed with its PDF and payment history. Card and e-transfer are configured payment choices in this example; showing those options does not record another payment or settle the remaining balance.Review the bill and its history.Jordan Kim · C-08686 Cedar Avenue · CAD exampleMaple ServicesInvoice I-621Surface cleaning1 visit × $180Total $180 · PDF availablePayment on I-621$100Already recordedStill outstanding$80Configured payment choicesCard or e-transferNo new payment recorded.Showing choices does notsettle the remaining balance.

Review billing beside the operation that produced it.

Financial Tracking can filter by invoice and payment status, customer, service and period. Review supported billing summaries, invoice financials, cash and payment activity and the available profitability details alongside recorded operating data.

The same invoicing capabilities support one-time service, recurring care and assessed project work. Your service definitions and billing policies determine the commercial behavior.

Explore financial tracking 

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