Your Workflow Guide
The process outline displayed on this page will take you through the minimum steps required to generate and deliver your sales invoices.
Category | App | Menu | Description | Help | |
|---|---|---|---|---|---|
| 1 | Review | InTime | Timesheets > Approved | Check timesheets are in and approved | |
| 2 | GeneratePreview | InTime | Sales > Generate Invoices: Preview | Apply your filter options and click search to return the appropriate timesheets ready for invoicing. (Check that your invoice consolidations are correct) | ?? |
| 3 | Generate | InTime | Sales > Generate Invoices: Generate Selected | Generate invoices for all the applicable timesheets | ? |
| 4 | Review | InTime | Sales > List Invoices | Once you have generated your invoices, InTime will automatically display all the invoices created during the process. Use the filters available on the page to search for specific Invoice batches. | ? |
| 5 | Deliver | InTime | Sales > List Invoices | Set the “Send Status” to “No”. Select all applicable invoices and click “Send” | ? |
Frequently Asked Questions
In addition to the above, we have also provided some answers to the most frequent questions asked.
How do I generate my credit note adjustments?
Due to the ad hoc nature of credit notes, the process has not been included above. For further details please view the following pages: