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Client invoices (sometimes known as sales invoices) can be created by InTime to RSM InTime to be sent to the client.
A client invoice can be generated if:
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Then your invoice would display as
Editing an invoice
You can further customise the terms and add additional text to the invoice at the point of creation. After clicking the Search button you will see you list of invoices that are ready to be generated. Click on the Invoice number of the invoice you want to customise.
A new page will now be displayed where you can click Edit within the Click edit within the invoice. This is useful if you want to add some specific information to that invoice, you can also edit the body of the invoice. 
Once you have clicked Edit you will see the below fields in the same screen.
The changes to the invoice would look like:
Any changes made will be shown on an audit trail.
You will then be able to edit fields that are shown in the body of the text, address details, and add additional custom text. When you have made your changes, scroll down and click save.
Please note: net, vat and gross values cannot be changed. Even if you edit units and rates within the body of the invoice, the net, vat, and gross will not change.
How do I send out an invoice?
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Example - email@email.com,email2@email.com and so on.
RSM InTime will remember who the additional recipients were for each invoice from the last time it was sent. The additional recipients are only remembered when you send the invoice.
If an Invoice has not been sent, RSM InTime will pre-populate the additional recipients with those from the most recently sent invoice with the same client or supplier and consolidation.
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You can override the primary email address set against the placement prior to invoice generation. Go 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.
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For clients who are integrated with Twinfield the system can be configured to automatically update the paid status of invoices in RSM InTime when the invoice is marked as paid in Twinfield. For other clients the following procedure should be used.
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- Number Ranges
- Controlling how items are allocated to Invoices
- Grouping Items on Invoices
- Charge & Payment Terms
- Raising Credit Notes
- Exporting to Accounts System
- Withholding Tax
- Attaching Timesheets and Expenses to Invoices (Old UI)