Charge & Payment Terms (New UI)

Charge and Payment Terms are primarily used to add your terms and bank details to your invoices.  You can also enter some additional text that will also be added to the invoice.  If you have different terms or different bank accounts for contract and permanent recruitment, you may need to use two different charge terms to customise your invoice accordingly.  Similarly, you might need a Euros-denominated account to receive payment from an international company.

Your default charge term will usually have been set as part of completing the setup wizard.

Advanced Feature: Invoicing Terms can also be used to override the default agency information that is displayed on the invoice by ticking the box next to 'Override Agency Contact Details'. This effectively allows you to raise invoices from more than one legal entity within a single InTime agency. However if your clients are logging into InTime to approve timesheets and are required to see a different brand or logo, then the multi-tenancy module is required. Please speak to a member of the business development team to discuss your options.

You can set up default invoicing terms details and then apply that to specific clients.

How do I create a new Invoicing term?

1. Above the menu bar you will see , then select InvoicingTerms located in the Invoicing & Payments section.
   The current invoicing terms are listed.
2. Click Create.
   You can also click the pencil item against a current payment term to edit that entry.
3. Follow the on-screen instructions for entering information into the fields.
4. Click Save.

Note: You can apply the invoicing terms to individual clients by selecting an entry from the Template drop-down list that is in the Invoicing area when you create or edit a client profile.