Prepare the bill for the visit and garden refresh in AxiomBlue
- Open the maintenance visit and garden-refresh jobs in AxiomBlue and check their separate descriptions and charging agreements. Review actual visit outcomes before using any Professional series-billing setup.
- On Professional, retain the approved mulch addition in the project’s Variations record. Inspect the correct invoice preview or fixed-price claim for the garden work, then check that the same material has not been billed on the maintenance visit.
- Reconcile the illustrative $90 visit, $700 garden work and $120 approved addition against previous drafts/invoices. Review the appropriate draft lines, property, recipient and tax treatment before approving and sending the $910 example total before GST.
Keep the repeat-service agreement distinct
Confirm whether maintenance is billed per visit or under another agreed arrangement. Check what happens to a skipped or moved visit. Do not automatically bill an incomplete visit as completed, and do not assume a monthly agreement has the same rules as per-visit charges.
Retain approval for the project addition
Review labour and material records against the quoted garden work. An extra delivery can be a business cost, an approved customer addition or part of the original scope. Record the decision before billing. Compare the original estimate separately from the customer’s charging agreement.
Use a property-level invoice example
Illustrative charges excluding GST: an agreed maintenance visit is $90, a completed quoted garden refresh is $700 and an approved additional mulch delivery is $120. If all three are due under the agreements and none was billed earlier, the total is $910 before GST. Separate the lines so the customer can see which work each charge covers.
| Illustrative charge | Amount excluding GST |
|---|---|
| Maintenance visit | $90 |
| Quoted garden refresh | $700 |
| Approved additional mulch delivery | $120 |
| Total before GST | $910 |
Review the draft, recipient and balance before sending
Check the agreed price, approved extras, previous invoices, payments and any disputed amount. Verify the payer and required invoice reference. Confirm GST treatment for your registration and supply, and check the ATO requirements for the document. Issuing an invoice and receiving payment are separate events.
AxiomBlue connects quotes, job records and invoicing. Review the job’s billing method and draft rather than assuming every recorded cost is a customer charge. Core invoicing is available on Free within its limits. Professional adds variations and advanced billing processes; online sending and payments need a connection.
Sources: ATO tax invoice requirements
Common questions
Questions about this process
Can project materials go on the regular maintenance invoice?
Only when that follows the agreed charging arrangement. Make the separate project or extra-work basis clear and check that the same value is not already billed elsewhere.
Put it to work
Your practical checklist
- Identify visit, project and additional-work agreements.
- Check skipped or incomplete repeat visits.
- Retain approval for extra materials.
- Reconcile earlier and repeat invoices.
- Name the property and service on the draft.
See the records in Axiom Blue
Try the workflow with a familiar job.
Features and usage limits vary by plan. Review the tools relevant to your process before choosing your setup.