Perm Invoicing- Sales Invoicing
- Stuart McKay
Other Sales Types
1. Your Workflow Guide (No Front End Integration)
This section will provide instructions on how to generate a permanant invoice through InTime. The workflow below assumes that you have already applied the perm configuration settings here.
If you have CRM/Front end integration with InTime, the core data maybe passed for invoicing. Please refer to section 2 where this is covered.
Category | App | Menu | Description | Help | |
|---|---|---|---|---|---|
| 1 | Prepare | InTime | Profiles > Clients | Create the client record if it doesn’t exist within RSM InTime. | |
| 2 | Generate | InTime | Sales > Create Perm Invoice | Complete each relevant field and click create. The fields you may need to populate are determined by the perm configuration page, more information can be viewed here. | |
| 3 | Review | InTime | Sales > List Invoices | Once you have generated your permanent invoice, InTime will automatically display the invoice created during the process. | |
| 4 | Deliver | InTime | Sales > List Invoices | Set the “Send Status” to “No”. Select all applicable invoices and click “Send” |
2. Your Workflow Guide (Front End Integration)
This section will provide instructions on how to generate a permanant invoice through InTime.
If you have front end integration, placement data may have been passed to InTime ready to generate the invoice. If this is not the case, please refer to section 1.
Category | App | Menu | Description | Help | |
|---|---|---|---|---|---|
| 1 | Generate | InTime | Profiles > Placements | Using the filter search options, set the following and click search: - Status = “All” - Perm Placement = “Perm (Not Invoiced)” | |
| 2 | Generate | InTime | Profiles > Placements | Once the filters are applied. Find the column in the table titled “Perm Invoice” and click create against the relevant placement. | |
| 3 | Generate | InTime | Sales > Create Perm Invoice | Complete each relevant field and click create. The fields you may need to populate are determined by the perm configuration page, more information can be viewed here. | |
| 4 | Review | InTime | Sales > List Invoices | Once you have generated your permanent invoice, InTime will automatically display the invoice created during the process. | |
| 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: