The Invoice Lifecycle
The Invoice Lifecycle |
Invoices from your suppliers are imported directly into Burdi. To get your suppliers to do this, just share your import email address with them.
Step 2 – Set Up The Supplier
Set the supplier up with details like default sale settings. This ensures consistency across jobs and guarantees that your invoicing aligns with your business’s pricing strategy.
Step 3 – Review Invoice
Review the invoice to ensure the details—such as items, quantities, and prices—are accurate before approval.
Step 4 – Publish Invoice
Once reviewed, the invoice is published. Burdi automatically sends it to both ServiceM8 (SM8) and Xero, ensuring seamless integration.
Step 5 – Job Costing & Reporting
After publishing, the invoice data flows into your job reports. The invoice's total will be added to the actual materials for the job, making it visible in the job report. This provides real-time profitability insights and helps with future quoting accuracy.
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How to review a Published Purchase Got any questions? Call us at 1800 223 532 or send us an email at support@burdi.com.au if you require support.