For any particular client or limited company, you can specify how many invoices are sent to that client /or company and the items that are included on those invoices.
For example, you might have a client company for whom you have multiple placements and contractors. You might therefore might want to invoice the client separately for each contractor.
The options to split invoices and group items are located on the edit client and edit limited company profile Edit Client and Edit LtdCoProvider screens, in the Invoice Settings, Consolidation area.:
By default, invoices are created for each client, with all the placements and workers placed in the one client invoice. However, you can edit the client and limited company profile to create invoices using according to the available fields settings in the Invoice Settings area.
Here is an example from the Preview/Generate Client Invoices screen, which you can reach by selecting Invoicing>Client>Generate Invoices screen. There are two clients displayed from the menu bar. Two clients, Target Group and Universe Computing. in this example, for , are displayed. For both clients, the invoice settings have been left at the defaults, and therefore only two invoices have been created , (one for each client.):
In the example below, the invoicing options have been changed for Target Group so that separate invoices will be raised per worker, per client.:
This time, when invoices are generated for Target Group, the invoices are separated out for the two workers Dave O'Reilly and Michael Thomas.
The invoice for Universe Computing remains as it was, as the default invoice settings have not been changed.:
How do I specify
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which items are contained in individual invoices?
- Edit the client or limited company.
- In the Invoice Settings area, in the Consolidation panel, select the categories from the Available list and use the arrow buttons to move them to the Selected list.
- Save your settings.
When you list invoices in order to generate them, the invoices will be separated based on the settings in the Consolidation area.
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