Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: update override email address, tidy up client logo instructions

Table of Contents

Client invoices (sometimes known as sales invoices) can be created by InTime to be sent to the client.

...

You can override the primary email address set against the placement on the communications tab, prior to invoice generation. Tick the ‘override default sales invoice contact and change the email addressGo to the Invoicing tab on the placement and tick the Override Default Sales Invoice Contact.  You can enter multiple email addresses by separating them with a comma.  Please note that Street 1 and Town or County MUST be completed for the sales override details to be used otherwise the default client invoicing details will be used.

Anchor
markinvoiceaspaid
markinvoiceaspaid
How do I mark an invoice as paid?

...

    • Print to generate a single PDF document that contains all the invoices, which can then be printed.
    • CSV to download individual files in comma-separated values format.
    • Download as ZIP to download the selected files as a ZIP file.
    • Report to produce a printable version of the table.

How can I add my

...

Client's logo to the invoice?

  1. From the menu bar you will seeImage Added, select settings > general > tag categoriesthen select Tag Categories in the General section.
  2. Select Create and add a Tag called company "Company logo". The taggable item Taggable Item should be client Client.
  3. Save the tag.
  4. Select the profiles > client > edit Go to Profiles > Client > Edit > Advanced
  5. Under Tags select Click Add Tag, select the tag you have just created and uplood upload the logo.

Related Topics