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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 > Sales > Generate Invoices.
      By default, this will return all timesheets and expenses regardless of date.
      
      

2. In the Options area, set the invoicing Set the invoice 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.
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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:
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6. To preview the invoice, click the number at the top left of the list of items:
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   select preview.
7. Certain attributes about the invoice can be changed by clicking on the i symboledit.
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. From the menu bar, select settings > general > tag categories
2. Select Create and add a Tag called company logo. The taggable item should be client.
3. Save the tag.
4. Select the profiles > client > edit > Advanced
5. Under Tags select the tag you have just created and uplood the logo.

Related Topics

• Invoice Number Ranges
• Controlling how items are allocated to Invoices (New UI)
• Grouping Items on Invoices
• Charge & Payment Terms
• Raising Credit Notes
• Exporting to Accounts System
• Withholding Tax
• Attaching Timesheets and Expenses to Invoices

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