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Before generating invoices for your perm placements, you will need to configure your perm invoices. In many cases, the default configuration will suffice. However, if you have specific requirements, such as perm placements having a specific number format or requiring consultants to enter financial tags such as "Sales Sector", you may need to change these defaults.

1. Select Settings Cog -> Configure Perm.
2. You will be presented with the following screen:
   
3. If you will be creating your perm placements and invoices directly in InTime, you may require the selection of specific finance tags on the placement. Select the tags you want to appear on the perm invoicing screen by clicking the checkbox next to the tag. You can also choose the default value for this tag, although this can be overridden when generating the perm placement/invoice.
4. Populate the rate name field with the rate name you want to use on your perm placements. If you don't set this it will default to "PERM".
5. Click "Save" to confirm your changes.
6. If you need to alter the reference format used on perm placements, click the "View/Alter Generator" button. References will default to PERM000001 format.

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If you are not importing your perm placements from a front-end system, the perm placement and subsequent invoice can be generated in a single step.

1. From the menu select Invoicing -> Client -Sales > Create Perm Invoice. You will be taken to the Create Perm Invoice screen:
   
2. The client will need to already exist in InTime. Select a client by search in the client field.
3. You can choose an existing manager or select Create New. If creating a new manager, you will only be required to enter first name, last name and an email address. The manager will be created but will not receive any emails.
4. You can choose an existing worker or select Create New. If creating a new worker, you will only be required to enter first name, last name and an email address. The worker will be created but will not receive any emails.
5. The consultant will need to already exist in InTime. Select a consultant by searching in the client field.
6. Select the currency to invoice in.
7. Select the charge terms that apply to your perm invoices. You can create specific charge terms for your perm invoices; for example, selecting a charge terms that uses different number ranges.
8. Enter the amount the be invoice in the Net Amountfield.
9. Select the date for the invoice.
10. Enter a PO for the invoice if required.
11. Enter the line description you would like to see on the invoice.
12. If you configured any financial tags, you can select them now.
13. Click Create to generate your perm invoice. Your invoice will be generated and you will be redirected to the invoice list screen ready to send and/or export the invoice. Please be aware, it may take a couple of seconds for the invoice list to display.
    
14. Click the invoice number to display the invoice:
    

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