"Bill from job" — the magic flow

On any job, click "Bill from job" in the header. The form pulls in:

- Approved billable timesheets that haven't been invoiced yet - Billable expenses with their markup applied - Pending milestones (fixed-price / milestone jobs only) - Quote lines (if the job came from an accepted quote)

Tick what to include. The live margin panel on the right shows revenue, cost, and margin updating as you tick. Add manual lines for anything the structured sources don't cover.

Click "Create invoice" — done.

Source records are linked to the invoice line (timesheets get invoiceLineId set; expenses get invoicedOnInvoiceId), so you can't accidentally double-bill the same hour. If you void the invoice, the source records become billable again automatically.