Invoice problems
Fixes for wrong GST, unexpected invoice numbers, invoices that will not send, and customers who cannot open their invoice.
The GST amount is wrong
Likely causes
- The work order's tax rate differs from your current default — records keep the rate they were created with.
- Your workshop is in inclusive mode but prices were typed as ex-GST, or the other way round.
- The customer is marked Tax exempt.
Check this first
Open the work order and look at the Invoice Summary: does it say Tax or Tax (incl.), and at what rate?
How to fix it
Correct the rate on the work order, or re-enter the prices to match your tax mode. See GST and tax.
The invoice number is not what I expected
Likely causes
- Next Invoice Number or Invoice Number Format in Settings → Invoice was changed.
- A voided invoice keeps its number, so the sequence continues after it.
How to fix it
Set Next Invoice Number to the number you want next. Numbers must stay unique, so you cannot reuse one already issued.
My ABN, logo or bank details are not on the invoice
How to fix it
In Settings → Invoice → Visibility on Invoice, turn on Organization Number, Company Logo and Bank Account. Check the values themselves in Settings → Company and Settings → Payment.
The customer did not get the invoice email
Check this first
- The customer's email address on their record.
- Their junk folder.
How to fix it
Send it by SMS instead from Share, or copy the link. If emails from your own domain often go to junk, see Notification problems.
The customer cannot open the invoice link
See Common errors.
An invoice was raised by mistake
Void it in Billing. Voiding keeps the number and removes it from money owed.
Still not working?
Send support the invoice number, what you expected and what you see, with a screenshot of the Invoice Summary.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.