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Client invoices (sometimes known as sales invoices) can be created by InTime, on behalf of the agency, to InTime to be sent to the client once a worker has had a timesheet approved.

A client invoice can be generated if:

• The worker has submitted a timesheet (and expense claim, if required) and it has been approved.There are approved timesheets or expenses that have not yet been invoiced and have not been written off
• There is an invoice address set for the client.
• If the system is linked to Twinfield, the tax code is also configured in Twinfield.

Note. An invoice can be automatically generated for a client, by setting the Next Invoice Date and Invoice Period fields in Profiles > Clients > Invoice Details.

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1. There are two methods (both of which take you to the Preview/Generate Client Invoices screen).
   Either:
   1. From the agency dashboard, in the Timesheets row, click To Sales Invoice.
      This will return all the timesheets that have been approved and are ready to be invoiced, where the final working date of the timesheet is within the previous 15 days (unless overridden).
      Note: By default, this will return only timesheets, not expenses; or:
   2. From the menu bar, select Invoicing > Client > Generate Invoices.
      By default, this will return all timesheets and expenses regardless of date.
      
      

2. In the Options area, set the invoicing date. This is the date that will appear on the invoice.
   
   

3. In the Filters area, there are a number of options for filtering the timesheets and expense claims that are displayed:
   1. In the Main Filters tab, there are filters that enabling you to, for example: display items for one specific client or worker; display timesheets, expenses or both; or to see items that relate to a particular worker type.
   2. In the Date Ranges tab, there are filters enabling you to, for example, display items based on the receipt date of timesheets and expenses, or based on the date those items were submitted or exported.
   3. In the ID/Ref Ranges tab, there are filters based on the IDs of the timesheets and expenses.
   4. In the Financials tab, there are additional filters based on a lower granularity of detail on the placement. The availability of these options will depend on the level of detail that you have provided about the placement in Create Placements > Financials.
      
      Tip: You can reset the filters on each individual tab; or the Reset All button will reset the filters across all tabs.
      
      
4. When you have set your criteria, click Search.
   The approved timesheets or expenses, based on your search criteria, are listed in the area below the search:
   
   
   
   
5. In the final column, select the items that you want to include in the invoice; or select the Select All box to include them all:
   
   
6. To preview the invoice, click the number at the top left of the list of items:
   
   
   
   
7. Certain attributes about the invoice can be changed by clicking on the i symbol.
8. To view a summary of the invoices, based on the items you have selected, click View Summary.
9. To generate the invoices, based on the items you have selected, click Generate Selected.
   A message appears informing you that the invoice has been generated.

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1. There are two methods (both of which take you to the Search for Invoices screen).
   Either:
   1. From the dashboard, in the Sales Invoices row, click To Send.
      This will return all client invoices and credit notes; or:
   2. From the menu bar, select Invoicing > Client > List Invoice.  You should set the Sent Status to No.
      
      You can modify the list of invoices using the filters on the Main Filters, Date Ranges, ID/Ref Ranges and Financials tabs:
      
      
      
      
2. To send the invoice, select the required invoices and click Send.
3. The invoices are sent to the email address listed in the Primary Recipient column.  You can add more recipients in the Additional Recipients column.
4. If the worker client is set to receive invoices by post, the Sending Documents screen is displayed. You can select the required invoice, click Print Selected and print the invoice. You can then mark that invoice as having been sent by selecting Mark as Sent.

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