What the client sees, and corrections

Once a report is published, it appears in the client portal and its visible charges flow into the client statement. If you got something wrong, a correction rewinds the day cleanly.

What reaches the client

The client sees only Published reports — never drafts, and never hidden lines. Their statement does not store a fixed charge; it is derived live from your published reports for the project. That means unpublishing or voiding a day removes its charge automatically, and re-publishing brings it back, so the statement always matches what is currently published.

  • Visible worker lines and the client bonus make up the day's labour charge.
  • Visible materials, services and non-work costs make up the day's expenses.
  • A day off shows as a non-working day, with nothing charged.

No double-billing

Each cost is billed once. When a purchase, stock issue, equipment rental or subcontractor act is pulled into a report, its source is stamped as billed by that report — so it can no longer be billed directly, and no other report can claim it. Delete or void the report and the source is released back to unbilled.

Correcting a posted day

Reports that are already approved or published can be put right through a correction:

  • Void — cancel the day. Its provisional ledger impact is undone, pulled materials are released, and the day can be built again from scratch.
  • Reopen — the company owner can send a report back to draft to edit and re-approve it.

Because the client statement reads live from published reports, a void immediately drops that day's charge from the client's balance — there is no stale figure left behind.

На этой странице
Документация

Частые вопросы

Yes. Voiding releases every source line the report pulled in — purchases, stock issues, equipment rentals and subcontractor acts — back to unbilled, so they can be billed elsewhere.

Only the company owner. Voiding needs the correction right; reopening a report to draft is reserved for the owner as an extra safeguard.

They see the current state. A voided day disappears from their portal and statement; a re-published day reappears with the updated figures. Nothing partial is ever shown.