SyncentraInvoices & contracts
Turn completed work into an invoice, track payment and manage service contracts.
Contracts
A contract sets the terms for recurring work, so you are not agreeing prices job by job.
Create one under Finance → Contracts → Add Contract: pick the customer and site, set the start and end date, and choose the SLA level — Basic, Standard or Premium.
A contract's status tells you where it stands:
| Status | Meaning |
|---|---|
| Draft | Being prepared, not in force. |
| Active | Currently valid. |
| Expired | Past its end date. |
| Cancelled | Ended early. |
Link the contract on a work order and its pricing and SLA apply automatically.
Creating an invoice
Open Finance → Invoices → Add Invoice.
Choose the customer
Search and select. You need at least one customer registered first — if none exist, Syncentra tells you to create one before continuing.
Enter the invoice details
Give it a number (for example INV-2026-001), set the currency, the issue
date and the due date. Tick PO Required if the customer needs a purchase
order number on the invoice.
Check the amounts
Enter the net amount excluding VAT. Syncentra calculates the VAT and the total including VAT.
Issue it
Save, then set the status to Issued. Use Download PDF to get the document to send.
Invoice from approved work
Create the invoice after the work record is approved. The approved hours and items are the figures you are billing, so approving first means you are not invoicing numbers that may still change.
Tracking payment
An invoice moves through these statuses:
Draft → Issued → Paid, or Overdue when the due date passes unpaid. Canceled covers invoices that were withdrawn.
The list can be filtered to Unpaid so you can chase what is outstanding. Search covers number, customer, email, phone and address.
Expenses
Finance → Expenses records money going out — parts, fuel, subcontractors. Recording expenses is what makes the profit figures in Finance Analytics real rather than revenue-only.
Finance Analytics
Finance → Finance Analytics summarises revenue, expenses and outstanding invoices. Quarters groups the same figures by quarter, which is the view you want at VAT-return time.