Manual invoice preparation · Australia
Agreed invoice levy scope review
Check an agreed percentage against the eligible lines for each booking. Keep excluded amounts and each booking’s recorded rate separate, then compare the copied levy with the arithmetic.
Manual review with fictional examples. This worksheet does not fetch current fuel prices, decide which lines can be charged, calculate GST or validate a contract.
Review verified entries
Use one consistent AUD amount basis, before adding the levy. Confirm tax treatment separately. Use anonymous internal codes, not customer names, contacts or banking details. These are pipe-separated rows, not a general CSV importer.
Confirm the scope, then run the review.
Fictional worked case: keep the two bookings separate
JOB-A has AUD 240 freight and AUD 40 waiting marked eligible. The AUD 20 toll is excluded. Applying the fictional 12.50% rate once to AUD 280 gives AUD 35; a copiedAUD 37.50 levy isAUD 2.50 higher. JOB-B uses its own 8% rate onAUD 150 and excludesAUD 50 training, givingAUD 12. The combined base plus calculated levies isAUD 547.
The examples are invented arithmetic, not customer transactions or current provider tariffs. A mismatch asks for source review; it does not authorise a refund, extra charge or corrected invoice.
Method and limits
- Group explicitly entered base lines by booking. Sum eligible and excluded amounts separately; keep every source reference in the downloaded review.
- Multiply each booking’s eligible subtotal by its entered percent, then round half up to cents once per booking. Add the unchanged excluded base only when showing base plus levy. This is one explicit rounding method; confirm whether your agreement instead rounds each line.
- Compare copied levy minus calculated levy. A positive difference means the copied value is higher. A match does not establish correct eligibility, tax, payment or contract compliance.
- Use at most 100 booking rows and 1000 base lines. Booking and line references use letters, digits, hyphens or underscores; line references are globally unique. Amounts allow 9 whole digits and 2 decimals; rates support 0–100% with 2 decimals. Negative credits, mixed currencies, compound levies and tax calculations are outside this worksheet.
Keep rate evidence with the booking
A later weekly rate should not silently replace a rate fixed in an earlier booking record. Check the actual agreement and any approved adjustment. The form accepts a rate you have verified; it cannot determine when a provider’s new rate applies. Do not enter the levy itself as an eligible base line or apply it again to a total already containing it.
Calculation runs in this page without uploading inputs, account storage or draft/history writes. Your browser may restore fields. A review download is working notes, not an invoice, receipt, successful invoice export or payment proof.
Source context
Loadle’s own policy, updated 24 September 2026, describes booking-fixed levies, separate itemisation and exclusions for road tolls and training. Those are that provider’s terms, not universal rules. This independent worksheet does not reproduce its rate-setting method, tax-credit eligibility or platform.
Read the provider’s original policyReviewed 8 November 2026. Sources and fictional examples were reviewed on 8 November 2026.
Next step after reviewing the difference
Resolve the records first. Prepare a genuine new document in the existing invoice tool only with verified amounts and descriptions. Preserve prior invoices; this review does not amend them.
Open the existing invoice toolStart without signing in; free output has branding and usage limits. Optional membership does not add an automatic levy or booking integration.