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This time, when invoices are generated, they will be separated for the different types (expenses and timesheets):

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 Advanced tab, in the Allocation of Items to Invoices panel, select "Custom" from the drop down and choose (tick) the categories from the listed 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 clientlimited 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.

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