Finance

Invoices, payments, bills, GST, pay runs and the dashboards.

Last updated 3 November 2026

Create invoices

1. In Finance, open Invoice runs. Choose the period and track, then Preview and Create drafts.
2. Invoices are made from approved timesheets only, and never bill the same hours twice.
3. Check a draft, then Issue it (it takes the next number) and Send it by email.

Record a payment

1. On an issued or sent invoice, choose Mark paid. Enter the Date paid and Amount (the total unless you change it) and an optional Note, then Record payment.
2. A paid invoice leaves what customers still owe. You can Send again to send a copy — it stays paid.
3. An administrator can Undo payment, with a reason that is kept in the invoice’s history.

Bills from suppliers

1. Agency bills appear under Bills when their billing period closes. Enter the supplier’s invoice against it, and Mark paid when you pay.

GST

1. Under GST, choose the period and the Basis: Accrual — by invoice and bill date or Cash — by payment date.
2. On a cash basis, sales are invoices marked paid in the period. The report says which basis it shows, above the figures.
3. Use Export CSV or Download PDF for your BAS preparer.

Pay runs

1. Under Pay runs, Show earnings gives gross earnings statements from approved timesheets. They are not payslips — Torvi does not calculate tax or net pay.

Dashboards, periods and comparisons

1. The Financial Dashboard and the roster dashboard count in financial years (1 July to 30 June).
2. Choose the Period — week (Monday to Sunday), month, quarter, financial year or FY to date — and Compare to the Previous period or the Same period last year. Your choice is remembered.