Worker Invoices

View and create contractor invoicing reports. This page is available for contractors only — it filters engagements to show only those with WorkerContractType.Contractor.

Route

/invoices

Roles

Contractor workers only. The engagement dropdown filters to contractor-type engagements. If no contractor engagements exist, the Generate Report button is disabled.

Features

• Generate invoicing reports based on approved timesheets and/or expenses for a selected date range
• Select source type: Service Fees (timesheets only), Expenses only, or Service Fees and Expenses
• Include or exclude individual timesheets and expenses from the report
• Hide already-processed (locked) timesheets and expenses with a toggle
• View generated invoicing reports with full details including worker info, bank details, billing company, and line items
• Total amount displayed both as a number and in words (e.g. "one thousand two hundred USD and fifty cents")
• Upload a PDF invoice against a generated report
• Submit an invoice with a reference number and issue date
• Withdraw a pending or draft invoice
• Edit withdrawn or rejected invoices (re-generates a report with the same date range)
• Delete draft invoicing reports permanently
• Export generated reports as CSV
• View invoice history grouped by status in accordion sections
• Engagement selection dropdown when multiple contractor engagements exist
• Multi-level approval notes and rejection reasons displayed on invoice cards

Layout

The page displays a title, subtitle, and disclaimer text at the top. Below that:

• Engagement dropdown — shown when the worker has multiple contractor engagements; allows switching between them
• Generate Report button — opens the invoice details form
• Invoice details form (InvoiceDetailsForm) — shown when creating a new report; includes worker info, address, bank details, date range selection, source type, and a billing breakdown
• Generated invoice report (GeneratedInvoiceReport) — shown when viewing a previously generated report; displays the full invoice with worker info, billing company, service fees table, expenses table, totals, bank details, and action buttons

Accordion sections

Generated invoices are displayed in five collapsible accordion sections:

1. Drafted Invoice Reports — invoices with status Draft or no status. Shows Submit Invoice and Upload Invoice buttons on each card.
2. Submitted Invoices and Invoice Reports — invoices with status Pending. View-only.
3. Processed — invoices with status Approved. Shows approval date, approval note, and payment due date.
4. Rejected — invoices with status Rejected. Shows rejection date and rejection note.
5. Withdrawn — invoices with status Withdrawn. Can be deleted.

Invoice card details

Each InvoiceCard displays:

• Invoice ID
• Engagement info (job title and entity name)
• Invoice period (date range)
• Source type (Service Fees, Expenses, or both)
• Total amount with currency
• Status with colour-coded corner icon (hourglass for pending, check for approved, exclamation for rejected/withdrawn)
• Approval or rejection notes (if any)
• Payment due date (if approved)
• PDF attachment indicator (if a PDF has been uploaded)
• Timestamp of last update

How to create an invoice

Step 1: Navigate to invoices

Go to the Invoices page from the sidebar. If you have multiple contractor engagements, select the relevant engagement from the dropdown at the top.

Step 2: Generate a report

Click the Generate Report button. The invoice details form opens showing:

• Worker Info — your name, worker ID, company name (if applicable), and tax ID
• Invoice Report Details — date range (from/to), invoice period, reference number, description, source type selector, and issue date
• Service Fees table (if source type includes timesheets) — lists approved timesheets within the date range with week number, hours, rate, and total. Each row can be toggled to Include or Exclude. Already-processed timesheets are excluded by default.
• Expenses table (if source type includes expenses) — lists approved expenses within the date range with description, amount, and include/exclude toggle
• Total Net Amount — sum of included items, displayed in currency and in words
• Bank Details — pre-populated from your profile (bank name, account number, SWIFT, address)
• Worker Address — pre-populated from your profile

Step 3: Review and generate

Review the included items and total. Click Generate Report. The system generates an invoicing report and the page polls until the report is available. The report appears in the "Drafted Invoice Reports" accordion.

Step 4: Upload a PDF (optional)

Click Upload Invoice on the draft invoice card to attach your own PDF invoice. Once a PDF is attached, the Submit Invoice button becomes available.

Step 5: Submit the invoice

Click Submit Invoice on the draft card (or from the generated report view). A modal appears asking for:

• Reference — your invoice reference number
• Issue Date — the date you are issuing the invoice

Click Confirm to submit. The invoice status changes to "Pending" and moves to the Submitted section.

Invoice statuses

• Draft (no corner icon) — generated but not yet submitted. Can be edited, deleted, or have a PDF uploaded.
• Pending (yellow hourglass) — submitted, awaiting approval. Can be withdrawn.
• Approved (green check) — accepted by the employer. Shows approval date, optional approval note, and payment due date.
• Rejected (red exclamation) — declined, with a rejection note explaining why. Can be edited to create a new report with the same date range.
• Withdrawn (red exclamation) — cancelled by the worker. Can be deleted permanently or edited to create a new report.

Managing invoices

• Click any invoice card to view the full generated report with all details
• From the generated report view, use the action buttons at the bottom: Save CSV, Edit Invoice (for rejected/withdrawn), Close, Withdraw (for pending/draft), Upload Invoice (for draft without PDF), or Submit Invoice (for draft with PDF attached)
• The CSV export includes all invoice details in a downloadable format