Master Invoices and Approvals

Master invoices bundle approved tickets into a single document for a billing period. TekToro supports both contractor-submitted master invoices and administrator-generated client master invoices.

Contractor Master Invoices

Contractors create master invoices to request payment for their approved work.

Creating a Master Invoice

From Invoicing > My Invoices, click Create Invoice:

• Period — select the start and end dates for the billing period
• Client filter — optionally limit the invoice to a single client, or include all clients

The system automatically bundles all approved, unbundled tickets within the selected period. The invoice number is generated automatically (e.g., JD-MINV-001).

Invoice Details

Each master invoice displays:

• Billing period (start and end dates)
• Total number of tickets included
• Total number of clients represented
• Total amount
• Optional notes

Status Workflow

Contractor master invoices progress through these statuses:

1. Draft — the invoice is being prepared. Tickets can still be added or removed.
2. Submitted — the contractor has submitted the invoice for review. A timestamp records when it was submitted.
3. Approved — an administrator has approved the invoice. The approval includes a timestamp, the approver's identity, and an optional approval message.
4. Rejected — an administrator has sent the invoice back with a rejection message. The contractor can revise and resubmit.
5. Paid — payment has been recorded for this invoice.

Notifications

Contractors receive in-app and email notifications when their master invoice is approved, rejected, or marked as paid.

Approval Workflow for Administrators

The Master Invoices page provides two tabs:

• Contractor Invoices — submitted master invoices awaiting review
• Client Invoices — generated client-facing invoices

Reviewing Contractor Invoices

For each submitted invoice, administrators can:

• Approve — mark the invoice as approved, with an optional approval message
• Reject — send the invoice back with a rejection message explaining what needs to change
• View details — review the bundled tickets, amounts, and period
• Download or print — generate a printable version of the invoice

Summary metrics at the top show total invoice count, total amount, and client count.

Printable Invoices

TekToro generates professional, printable invoice documents that include:

• Invoice number, issue date, and status badge
• Contractor or client details
• Line item table with ticket numbers, work dates, descriptions, hours, and amounts
• Subtotal and total
• Status-based color coding (draft, pending, paid, cancelled)

Invoices can be downloaded or printed directly from the browser.