Page Comparison

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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.
   
   
   
   
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.

Invoicing Terms

You can configure the terms for each client.  The following information can be set

• The terms type which is used to calculate and display the due date unless the As Per Agreed Terms and Conditions is selected.
• The terms template which defines which charge term is used.  This defines the bank details which will be added to the invoice along with some additional text if required
• The terms text which is text applicable to this client

If the terms are configured as below:

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The invoice will show the following

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The other terms types calculate the due date and add this to the invoice.  For example, if you edit your client and change the details to those shown below:

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The invoice will show the following for an invoice dated 23/02/2016.

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Your charge term can also contain text which is displayed on your invoice.  For example, if your charge term is configured as shown below:

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Then your invoice would display as

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You can further customise the terms and add additional text to the invoice at the point of creation.  After clicking the Search button you will see you list of invoices that are ready to be generated.  Click on the i symbol at the top left of the invoice you want to customise.

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A popup will now be displayed where you can customise the invoice.  This is useful if you want to add some specific information to that invoice.

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The changes to the invoice would look like:

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How do I send out an invoice?

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