Job-to-invoice conversion - captures all completed work with one click. When a job reaches "Ready for Invoice" status, promote it to create an invoice that includes customer details, route description, and job pricing—all transferred automatically.

Line item management - provides flexibility for complex billing. Add multiple line items, adjust quantities, set individual VAT rates, and let the system calculate totals automatically. The default line item includes your job reference and route description (e.g., "Transport Services: JOB-1115 (London → Manchester)"), but you can customize as needed.

VAT calculations - happen automatically at 20% (or your configured rate). As you add or edit line items, subtotals, VAT amounts, and grand totals recalculate instantly—eliminating calculator errors and ensuring compliance.

Professional PDF generation - produces polished, branded invoices every time. Each invoice includes your logo, company registration and VAT numbers, bank payment details, line item breakdown, and any customer-specific notes. The format meets UK tax invoice requirements and presents your business professionally.

Business Impact : Bill accurately for every job, maintain professional presentation, and meet compliance requirements without manual calculations.

Public invoice viewing - gives customers 24/7 access to their invoices. Each invoice has a unique, secure token-based URL that requires no login. Customers can view invoice details, download the PDF, and reference payment instructions anytime—reducing payment queries to your accounts team.

Email distribution with tracking - keeps you informed. Send invoices directly from LoadHub with automatic email logging. The system timestamps every send and adds audit trail entries to internal notes, so you always know when invoices were distributed.

Payment instructions auto-populated - from your organization settings mean customers always receive accurate bank details. Configure your bank name, account name, sort code, and account number once, then import them into any invoice with one click.

Business Impact : Reduce payment queries, provide better customer service, speed up payment cycles, and maintain clear audit trails for accounts reconciliation.

Monthly revenue tracking - displays on your dashboard. See at-a-glance how much you've invoiced this calendar month, with automatic calculations that exclude draft and void invoices. Track your progress toward monthly targets without exporting data to spreadsheets.

Invoice status monitoring - shows exactly where each invoice stands: Draft (not yet sent), Sent (awaiting payment), Overdue (past due date, highlighted in red), Disputed (customer query), or Paid (payment received, shown in green). Sort and filter invoices by status to prioritize collections activity.

Audit trail logging - captures every invoice action. The system automatically records when invoices are emailed, when customers view them in the portal, and when statuses change—creating a complete history for financial and compliance purposes.

Business Impact : Clear visibility into accounts receivable, better cash flow management, simplified collections prioritization, and audit-ready documentation.