This article describes how to invoice from Work Orders. Invoicing for work orders is done from the Work Order module. This mainly applies to you who work with service cases or ongoing projects where you have divided a project into activities/subtasks in the work order module. 

Here you can watch a short film on how to create invoices based on Work Orders. If you prefer a written guide, it is further down the page.

Review Reporting

Before you create your invoice, it is important to review what has been reported and check what you want to be included on the invoice.

Hours

In the work order module, you will find a tab with booked hours on the work order, where you check that the time spent has the correct role, day, price/unit, whether it should be billable or not, and approve the time.  

The lines included in invoicing are those that are checked as billable and are approved. 

Booked Costs

Here you check the supplier invoices that are on the work order; if the supplier invoice is to be re-invoiced, make sure to check the billable column. 

The lines included in invoicing are those that are checked as billable.

Order Lines

Here you check the items that have been reported on your work order. Ensure that the price, performed quantity, and the billable check are correctly filled out.

The lines included in invoicing are those that are checked as billable.

Once you have reviewed all reporting, you can create the invoice. 

Create Invoice - Invoice Options

Select the work order(s) that you want to invoice.

Using the filter function, you can filter out the work orders you want to invoice, for example, those marked with the status "Completed". 

If the selected work orders have the same customer specified, you can create a consolidated invoice with multiple work orders. Otherwise, it creates one invoice per work order.

Click on the 'Create Invoice' icon and then select the relevant invoice options.

Period Filter

If the invoice should only include a specific time period, check the Period Filter option and specify the period.

Tax Reduction Type

If there is any type of tax reduction to be applied, specify it here along with what type of work it concerns.

Settings

Here you specify what you want to include on the invoice if surcharges and codes should be hidden. Check Construction VAT if the invoice concerns reverse charge liability, or No VAT if the entire invoice is VAT-free, etc.

Supplier Invoices

Here you specify if you want supplier invoices to be included in the invoice and how they should be presented.

Booked Hours

Here you specify if you want the hours to be included in the invoice and how they should be presented.

Order Lines

Here you specify if you want order lines to be included in the invoice and how they should be presented.

When you click Save, the invoice is created in Invoice Module and you can now review it and check that you have included everything in the way you wanted. If you are missing something or wish for a different grouping of the invoice lines, we recommend that you discard the invoice basis and adjust in the Work Order module before creating a new basis. 

It is possible to make manual adjustments to the invoice in Invoice Module, please note that this does not affect the reported basis (i.e., incurred costs, expected revenue, and hours for wages do not change when adjustments are made in the invoice), therefore we recommend that you instead discard the invoice basis, adjust in the work order module, and create a new invoice.

For more details regarding ongoing invoicing, see the article on ongoing invoicing.

Select specific rows

In the invoice dialog's sections, there is now a selection button. Click to see billable, uninvoiced rows and freely choose which ones to invoice. If you make no selection, all billable items will be included as usual.

Complete a created invoice

If the invoice is unlocked, you can add more costs afterwards. Click on Update invoice in the toolbar and select which module you want to retrieve from. New rows will appear at the bottom and can be moved. If you delete a row, it is still marked as invoiced – uncheck it manually in the correct module if needed.

Read more: Selection and update of customer invoice

News – latest updates from release notes

Summary of changes and improvements retrieved from Next Project's release notes.

2026

June 2026

• Update of existing customer invoice
• When creating the invoice, you can now make a selection for which costs you want to include on your invoice. You will find the selection button to the right in each section for Vendor Invoices, Hours, and Order Lines in the dialog where the invoice selections are made. The selection includes billable items, and if no selection is made, all billable items are included just as before
• You can now also update an already created, unlocked customer invoice with new costs. Select cost source (AO/ÄTA or journal), select specific rows, and combine costs from multiple modules in the same invoice. New rows appear at the bottom of the invoice, under its own heading. These can be moved to the desired location
• Review the rows – you can remove individual rows from the invoice if they should not be included (NOTE! the original entry is still marked as invoiced for the time being, just like the other functionality that exists today.)
• Read more about selection and update of customer invoice here
• Project name in work order and ÄTA module
• You will now find the column "Project Name" in the work order and ÄTA module if Show underlying data is enabled. The column is also included in Excel exports
• The status color indicator for work order/ÄTA was not displayed in Order Lines in the journal. This has now been fixed