Closing and invoicing a jobsheet

Running time: 2 minutes 35 seconds

When your jobsheet is in an authorised status (you can see this by seeing a green A or red S icon next to each line item or from the status being either authority approved or approved with changes), you can complete the jobsheet and deliver the invoice to the Scheme Operator. 

1link sends files to all Scheme Operators of any invoices created and the Scheme Operators pay for this work through their own off-platform methods.  

Closing a jobsheet 

Select completion/invoice details to proceed. The first stage is to close the jobsheet to confirm that there is no additional work required for this invoice. Once you have completed a jobsheet, you cannot add any further line items, so only do this when you do not need to add any further work. 

The completion date and time will automatically populate with today’s date and time if the jobsheet was created today, otherwise you will need to enter the completion date and time. Then select close jobsheet/invoice. 

Creating an invoice

This will take you to the invoice creation page where you need to tick the box to confirm this invoice is being raised on behalf of your company, then enter the VAT amount and gross total. The VAT amount has a 2 pence tolerance to allow for any system’s which calculate slightly different VAT values.  

Then enter your internal invoice number and the invoice tax point date and select raise invoice/request payment. When you do this the system provides another warning to confirm that this invoice is being sent to the Scheme Operator digitally and that you do not need to post or send a copy of the invoice to anyone.

You do not need to print off the 1link invoice to give to the driver as part of the vehicle handover.

Payment requested 

The status will change to payment requested.  

There is a paid flag which can be set to yes to keep track of which invoices you have received payment on.  

You can click on the invoice number to open a PDF of the invoice for your own records.  

You can also raise full or partial credits. Invoices remain accessible via the mailbox for six months.