The Invoice Evidence Package allows you to compile and send all relevant documents for an invoice—such as manual timesheet photos and completed work photos—in a single, convenient ZIP file.
This guide will walk you through how to upload the necessary files and generate the Invoice Evidence Package.
1. Upload Timesheet Photos in the Staff App
In the Staff App, your team will now see two distinct photo upload sections:
📷 Upload Timesheet Photos
This section is specifically for manual timesheet photos. If your staff use paper timesheets, they should take a photo and upload it here. These photos are directly linked to the timesheet and will be included in the Invoice Evidence Package.
📸 Upload Work Photos
This section is for uploading photos of completed work. These images serve as additional evidence to support the invoice and will also be included in the package.
2. Create and Approve the Invoice
Proceed with your usual invoicing process:
Navigate to the Job.
Create the invoice as normal, filling out all required details.
Click Save and Approve once the invoice is ready.
Once the invoice is approved, you’ll see a new option:
📦 Export Package
Click Export Package to begin compiling the supporting documents—this includes the timesheet photo and any uploaded work photos etc.
3. Select Timesheet Evidence and Work Photos
After clicking Export Package, you’ll be prompted to select the supporting documents to include.
You'll see:
✅ Timesheet Photos: These are the images uploaded by staff in the Upload Timesheet Photos section of the Staff App. Select the relevant photo(s) that show the manual timesheet.
4. Confirm Timesheet for the Daily Claim Sheet
After selecting your timesheet entries, you’ll reach the Daily Claim Sheet confirmation step.
This screen displays the information from the timesheet, not the actual photo. It shows the recorded details such as date, hours worked, and job reference that will appear on the Daily Claim Sheet.
🔁 Use Previous Selection
You can tick the “Use same timesheets” checkbox to carry over your selections from the previous step. This makes it easier to ensure the correct timesheet details are used without needing to manually reselect.
5. Select Additional Evidence from the Job's Files Tab
In this step, you can include any additional supporting documents that were saved in the Files tab of the job.
📁 Preview Before Packaging
You can preview each file before selecting it to ensure you're including the correct documents in the Invoice Evidence Package.
Simply tick the checkboxes next to the files you want to include.
6. Select Photo Evidence for the Invoice
In this step, you'll be able to select photo evidence to include in the Invoice Evidence Package.
Photos shown here can come from two sources:
📱 Staff App – Upload Photos section: Any images your team uploaded as work evidence.
💻 Admin Portal – Photos tab of the Job: Any photos manually uploaded by admin users.
Browse through the available images and select the ones you'd like to include in the invoice package.
Once you're happy with your selections, click Export Package to compile everything into a ZIP file, ready to be sent to your client.
7. Download the Evidence Package
After clicking Export Package, the system will begin generating the ZIP file containing:
The Daily Claim Sheet
Selected timesheet information
Photo evidence
Any additional supporting documents
You’ll receive a notification once the package is ready.
🔔 Access the Download from Notifications
Click on the Notifications icon (🔔) located next to the Settings icon at the top right of the portal.
When the package is ready, you’ll see a notification with a Download link.
Click the link to download the complete Invoice Evidence Package.
8. File Saved Locally – Ready to Send to Your Client
After downloading the Invoice Evidence Package from the Notifications area, the ZIP file will be saved to your computer's local downloads folder (or your default downloads location).
You can now:
Attach the ZIP file to your invoice email
Send it directly to your client as supporting documentation
This ensures your invoice and all relevant evidence are sent together, reducing follow-ups and speeding up payment.
✅ That’s It!
The Invoice Evidence Package feature is designed to save you time, improve accuracy, and make client communication smoother. By consolidating timesheet data, photos, and supporting documents into a single ZIP file, you can ensure your invoices are complete, professional, and easy for your clients to process.
If you have any questions or need help using this feature, feel free to reach out to the support team.
Happy invoicing!