Progress invoices and Xero

Progress invoicing happens on the job's Invoices tab: tiles for Budget, Invoiced and Paid, then one row per payment stage. Xero stays the accounting source of truth — SmartM8 issues the invoice, pushes it to Xero, and marks it paid when Xero says so.

1. 01Connect Xero first. Without it the tab shows Connect Xero to issue invoices and track payments. and issue buttons are disabled — tap Connect Xero, or go to /settings/xero.
2. 02On a stage showing Not invoiced, tap Issue invoice.
3. 03Check the preview: one line for the stage, Subtotal, GST (10%), Total (the stage amount, GST inclusive), the Due date (14 days out) and the Email to address.
4. 04Tap Confirm & Issue. The invoice gets its number — INV-000001, INV-000002 and so on — and the stage flips to Issued · awaiting payment.

What happens next

• The invoice is pushed to Xero in the background as an authorised sales invoice, tagged with a per-job tracking option (category Job, option like J-0001 Smith bathroom) so Xero can report profit and loss per job.
• If the customer has an email on file, they're automatically sent an email with the invoice number, amount and due date — subject Invoice INV-000001 from {business name} — and the send is logged in the job's Comms. The invoice reaches Xero either way.
• When Xero reports the invoice fully paid, the stage flips to Invoiced · paid automatically. Partial payments change nothing until the balance hits $0.
• When every stage is paid, a job in INVOICING moves itself to COMPLETE.