Page Comparison

...

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:Image Removedfound by going into the Profiles menu, finding and selecting the relevant entity (client, worker or provider) and clicking the Edit button. Once there, go to the Advanced tab.

Image Added

Here is an example from the Preview/Generate Client Invoices screen, which you can reach by selecting Invoicing>Client>Generate Sales>Generate Invoices from the menu bar. Two clients, Target Group and Universe Computing, are displayed. For both clientsFor the client, Example Ltd, the invoice settings have been set to produce one invoice per client, and therefore only two invoices have one invoice has been created (one for each client):

Image Removed

Image AddedIn the example below, the invoicing Allocation of Items to Invoices (Consolidation) options have been changed for Target Group so that separate invoices expenses and timesheets will be raised per worker, per clientseparately:

Image RemovedImage Added

This time, when invoices are generated for Target Group, the invoices are , they will be separated for the two workers Dave O'Reilly and Michael Thomas.

The invoice for Universe Computing remains as it was:

Image Removeddifferent types (expenses and timesheets):

Image Added

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

1. Edit the client, 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 Advanced tab, in the Consolidation panel, select Allocation of Items to Invoices panel, select "Custom" from the drop down and choose (tick) the categories from the Available list and use the arrow buttons to move them to the Selected list. Save your settingslisted options. 
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.

How can I split invoices by calendar month?

1. Edit the client, limited company or provider (remember that if you have a front-office these changes would normally be made there)
2. In the Advanced tab, there is a section called Monthly Invoicing. Tick the option "Invoice on a Monthly Basis". 
3. In the Invoicing tab, within the Invoicing Details section, you need to change the Invoice Period to "Calendar Monthly".
4. Save your settings.
5. If this is the first time you have set up monthly invoicing, please contact support who will need to configure the system to do splits by month based on one of the following:
   a) Every month is on a different invoice.
   b) The current month is on one invoice and all previous months are together on another invoice.
   c) Future months are on one invoice and all current and previous months are together on another invoice .
6. When you list invoices in order to generate them, the invoices will be separated based on the settings in the Consolidation area.

...