Invoicing & Billing

Rake Documentation Article

Want to see how this works in practice? Try it directly inside the Rake app.

📋 Overview

The Invoicing & Billing engine handles the compilation, formatting, tracking, and compliance validation of your formal Australian Tax Invoices.

➕ Create an Invoice

Click New Invoice
Select the Client and target Purchase Order
Select your statement Date Range
Rake auto-gathers all unbilled timesheets and completed milestones
Review the draft, make adjustments, and click Finalize & Lock

✏️ Edit & 🗑️ Delete

You can freely modify lines while in Draft status. Once Sent or Paid, editing is locked to prevent data divergence from what was officially issued. To fix an error, toggle the status back to Draft. Deletion is restricted to Drafts only — finalized invoices must be marked as Cancelled to preserve sequential invoice numbering compliance.

📑 Field Definitions

Field	Type	Details
Status	Enum	Draft → Sent → Paid or Cancelled
Date Invoiced / Paid	Date	Chronological compliance markers mapping tax point liabilities
Accounting Basis	Enum	Cash or Accrual — inherited from entity settings, controls revenue timing
GST Exempt	Boolean	Toggle to strip 10% tax for international clients or exempt supplies

🔗 System Interrelationships

Shifting an invoice to Sent or Paid locks all child timesheet records to guarantee data integrity. The resulting dollar values provide data for Tax Planning, feed the real-time revenue widgets on your Dashboard, and populate the automated Financial Reports worksheets.