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For any 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 want to invoice the client separately for each contractor. InTime allows you to control how timesheets and expense items are allocated to invoices.  For example, one client may want a single invoice containing all the timesheets for all of their contractors.  Another client may wish to have a single invoice per contractor and another may wish to receive a single invoice for each purchase order.

The options to split invoices and group items are located on the Edit Client, Worker Details  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 one client invoice. However, you can edit the client and limited company profile to create invoices according to the 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 from the menu bar. Two clients, Target Group and Universe Computing, are displayed. For both clients, the invoice settings have been left at the defaultsset to produce one invoice per client, and therefore only two invoices have been created (one for each client):

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In the example below, the invoicing options have been changed for Target Group so that separate invoices will be raised per worker, per client:

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The invoice for Universe Computing remains as it was, as the default invoice settings have not been changed:

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How do I specify which items are contained in individual invoices?

1. Edit the client or , limited company. or provider (remember that if you have a front-office these changes would normally be made there)
2. 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. 
3. 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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