When an address has a subcontractor, every piece of work is billed twice: a line on the customer's invoice, and a settlement line on the subcontractor's. The two are meant to match. Reconciliation on Customer Invoice shows where they do not.
What is listed
The report pairs the two sides: lines you registered by hand together, and the generated lines of the same dispatch, matched per address and work type. A pair is listed when the sides differ on quantity or archive state, or on work type for hand-registered pairs (generated pairs share it by construction). Dates are shown for identification only: each side records its own time, so differing days are normal and never highlighted.
A row is also listed when the work was billed on one side only. That side reads Not billed, and the row stays until the work is billed there too or the other line is archived.
Columns: Customer (with the invoice number once sent), Location, Subcontractor, Work type, Date, Pcs., then Customer line and Subcontractor line, each Active or Archived.
When nothing drifts, the report says All linked lines are in sync. You only see pairs where your business holds both invoices; a subcontractor looking at invoices drafted toward it sees no report.
Fix a pair
- Press Reconciliation.
- On the side that is wrong, press Deactivate to archive the line, or Activate to bring it back. The invoice total recalculates.
- A pair brought back into agreement stays in the list, greyed, until you reopen the report.
Quantity and work type are not edited here: open the invoice, edit the line, and answer Yes, update both when asked Update linked registration? The subcontractor price is recalculated from your cost rate. Once the counterpart's invoice has been sent, the line carries Counterpart sent and changes no longer cross over; then you correct the sent side the way what can change after sending describes.
The badges on the invoice
The same findings show on the invoice itself. Out of sync on a line means this line and its linked line differ on work type, date, quantity or archive state. Possible duplicate on a row or line means another dispatch billed this address for the same work within six hours: confirm the second visit should be billed, or archive the line. Both are computed when you look, so archiving a line clears them. Possible duplicate is a question asked while there is still time to answer it, so it appears on draft invoices only; once an invoice is sent, the badge is gone and the line stands as billed.