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Self Billing Clients & Payment Applications

If a client is self billing, you will need to tick the self billing checkbox under the Invoicing tab on the client profile. Where a client is self billing, the client manager will need to provide an invoice number upon approval and the client will need to provide their own invoice to be uploaded into InTime. Where the client is not self billing, the InTime invoice number range will be applied and an InTime invoice will be generated automatically. 

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An invoice number will only be required to be entered upon authorisation and generation of an invoice where the client is self bill. Otherwise, the client self bill number range within InTime will be used. 

Invoicing a Payment Application

Once a payment application has been approved, an invoice can be raised against it. Go to Sales > Search Payment Applications and search for the application. Click on Edit.

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Crediting invoices for payment applications is done in the same way as normal crediting invoices. When crediting, all timesheets against the same payment application must be selected. You may partially credit an invoice but you cannot partially credit a payment application. 

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