Cleverly | Works

New • Group jobs into one invoice — raise a single customer invoice covering several validated reactive jobs. Choose the jobs right in the invoice drawer, see each job's gross before you group, then preview, download, send and re-send the grouped invoice as one document. • Rebuilt Invoices report — the Invoices tab now shows one row per invoice instead of one per job. Invoices that bill no job (monthly PPM, supplier PPM) finally appear, multi-job invoices no longer repeat, and CSV exports keep your job-number formatting. • Schedule reports to customers and suppliers — scheduled reports are no longer limited to admin recipients. • Re-open a closed quote — a closed quote can be re-opened and picks up from the stage it was at. Improved • Finance stays editable until the invoice is issued. Validating a job no longer locks its finance for good — the lock now engages when the main invoice goes out, separately for the customer and the supplier side. • Credit notes can be raised against grouped invoices, and the VAT preview uses the invoice's actual rate instead of a flat 20%. • Finance splits now work on jobs carrying a discount — negative lines keep their sign, so the shares add up to the job total. • Related parties — the location's primary customer can now be added to a job, and the card only appears on reactive work orders, where a share can genuinely be invoiced. • A closed quote stays closed: assigning a supplier, reposting or raising a threshold request can no longer drag it back into the workflow. • CIS and reverse-charge changes remain available until a side is invoiced.