Connect the commercial and financial handover.
Locate the booking from the invoice workspace, then review its associated invoices and buy costs. The finance menu also includes payments, client balances, cheques, daily rates and statements of account. These tools have different purposes: an invoice record, a payment and a job-profit view should not be treated as interchangeable.
The client experience provides access to the client’s own issued invoices and allows submission of payment receipts. Receipt submission is not automatic approval; the accounting team remains responsible for the approval step. Access to financial tools depends on permissions, and public product images do not expose actual amounts.
A practical workflow
Find the booking context
Start from the job and its related invoice records rather than an isolated amount.
Review costs and payment records
Use the appropriate invoice, buy-cost or payment workspace for the task.
Review the job
Use job profit and statements of account for their respective reporting needs.
Review the job, not just an invoice total
An invoice total does not explain the whole freight job. A useful review starts with the booking, its invoice records and related buy costs, then checks payments and the relevant job-profit view. Statements of account answer a different question: the account position across records. Keeping those purposes distinct makes a demo more useful than showing a single summary number.
Start with the freight booking record and review the client portal and receipt-submission workflow. An uploaded receipt still needs accounting review; it is not evidence that a payment has already been approved.