Payment Invoices (RCTI / RCI) — BridgeSelect Documentation

Bridge Select can generate payment invoices for the certificates on your jobs, so traders can pay retailers and retailers can download what they have been paid for. This guide shows traders how to raise invoices and retailers how to download them.

RCTI = Recipient Created Tax Invoice (includes GST). RCI = Recipient Created Invoice (no GST).

Beta This feature is currently in beta. We encourage traders to try it out and to cross-check every invoice thoroughly — confirm the certificate, quantity, unit price, GST, totals, due date and invoice number against your own records before paying or sending anything to your accountant or Xero. If anything looks off, please report it to your Bridge Select representative so we can fix it quickly.

Step 1 · Turn on invoicing for a retailer

Go to Retailers, open the retailer, and switch on RCTI / RCI Invoicing.
Choose the GST Handling for their invoices: Default · follows the job. A GST job becomes an RCTI (with GST); a non-GST job becomes an RCI. Always GST · every invoice is an RCTI with GST. Never GST · every invoice is an RCI with no GST.

NOTE: Only retailers with invoicing turned on appear on the Payments page. Tap the ? icon next to GST Handling any time for a quick reminder.

Step 2 · Configure automation & scheduling

Open Payments from the left menu.

On the Payments page, open the Settings tab (top right of the invoice tabs). This is where you control how the queue fills and when invoices are generated.

✅ Invoice queue automation

Choose how checked certificates enter the queue, then click Save automation:

Manual button · shows the Add to invoice queue button on each checked certificate; nothing is queued until someone clicks it (Step 3).
Automatic when checked · a certificate is queued the moment it is checked.
Automatic when processed · a certificate is queued when its job is processed (you can limit this to checked certificates only, or any certificate on the job).

✅ Scheduled batch generation

Turn queued items into invoices automatically. Tick Enable scheduled batching, set the options, then click Save Schedule (or Run queued now to process immediately):

Frequency and Run time (AEST) · Daily, Weekly (pick the days), Fortnightly, or Monthly (pick the day of month).
Invoice date on each RCTI · the date the batch runs, or the job's processed date.
Raise as · separate invoices, or one combined RCTI per retailer.
Respect "On Approval" terms · leave ticked to hold On-Approval certificates in the queue until the job is Approved.

NOTE: Automatic queueing and scheduled batching run in the background (they require the batch Cloud Function to be enabled). Until then, use Manual mode and Run queued now. The Current Settings panel at the top of the Payments page always shows your active configuration.

✅ Invoice PDF wording (declarations)

Change the declaration text printed at the bottom of every generated invoice PDF. There are two boxes, one for RCTI (tax invoices) and one for RCI (non-tax invoices). Edit the wording and click Save, or click Reset to restore the default text. The invoice type itself is decided by the retailer's GST Handling setting (Step 1), this only controls the words that print on the invoice.

Step 3 · Add certificates to the invoice queue

Open your Jobs list and tick (check) the certificate you want to invoice.
Once checked, an Add to invoice queue button appears. Click it to queue that certificate.
The button changes to Queued. Click it again to remove it from the queue.

Step 4 · Generate the invoices

Go to the Payments page. The Invoice Queue shows everything waiting to be invoiced.
Click Run queued now to generate invoices straight away, or leave it to the scheduled run (daily or weekly, as configured) to do it automatically.

NOTE: The invoice Due Date follows the retailer's payment terms. Certificates on "On Approval" terms stay in the queue until the job is Approved, then invoice automatically.

✅ Invoicing activity is logged on the job (Compliance Notes)

Every invoicing action on a certificate is recorded as a Compliance Note on the job, so you have a full audit trail without leaving the job. Open a job's Compliance Audit panel and select the RFI & Notes tab to see, per certificate:

Added to the invoice queue · when a cert is queued (manually, or automatically on check / on processed). The author shows how it was queued (for example Auto (onChecked)).
Removed from the invoice queue · when a queued cert is taken back out.
Invoice generated · when the invoice is raised, with the generated Invoice ref (the actual invoice number). Batch runs show Scheduled batch as the author.

NOTE: These notes are Compliance Notes — internal only, never shared with the retailer or installer. They are not labelled RCTI or RCI, because the invoice type depends on the job's GST.

Step 5 · Download and export invoices

Generated invoices appear under Pending (and move to Paid once settled).
Click an invoice to preview it, then click Download PDF.
Use Download CSV for a spreadsheet of the list, or Xero CSV to import into Xero.

Step 6 · Mark invoices as paid

When you have paid a retailer, open the invoice and click Mark Paid (or select several and use Bulk Mark Paid).
The invoice moves to the Paid tab with the payment date.

Step 1 · Open your Payments page

You will see the invoices traders have raised for you (read only), split into Pending and Paid tabs, with totals at the top.
Filter by certificate, invoice type, status or date range to find what you need.

Step 2 · Download your invoices

Click View on any invoice to preview it, then click Download PDF.
Use Download CSV to export your invoice list for your records.

TIP: The Due Date on each invoice tells you when payment is expected, based on your agreed payment terms. Your view is read only, there are no buttons to raise or edit invoices.

For platform support, please contact your Bridge Select representative.

Still need a hand?

If you have any questions, please do not hesitate to reach out to us.

Contact the BridgeSelect Support Team