Process Self-Bill is a process which allows invoices to be created in the same manner as Contractor self-bill invoices where the invoice is raised by your Client ‘on behalf of’ your Agency. This process is ideal where a Client does not need to pre-approve invoices before they are raised as when using Sheet Groups. To use this functionality, you must have the Advanced Billing module enabled on your system and request configuration to be set by RSM InTime Support.

To use functionality against a Client, some profile configuration is required within the UI. Against the Client profile under the Advanced tab, ensure ‘Enable Sheet Groups’ is selected.

How do I generate a Client Self-Bill invoice?

1. From the menu bar, select Sales > Process Self-Bill.

2. Set the invoice date. This is the date that will appear on the invoice.

3. In the Filters area, there are a number of options for filtering the timesheets and expense claims that are displayed:

. In the Main Filters tab, there are filters that enabling you to, for example: display items for one specific client or worker; display timesheets, expenses or both; or to see items that relate to a particular worker type.

a. In the Date Ranges tab, there are filters enabling you to, for example, display items based on the receipt date of timesheets and expenses, or based on the date those items were submitted or exported.

b. In the ID/Ref Ranges tab, there are filters based on the IDs of the timesheets and expenses.

c. In the Financials tab, there are additional filters based on a lower granularity of detail on the placement. The availability of these options will depend on the level of detail that you have provided about the placement in Create Placements > Financials.

Tip: You can reset the filters on each individual tab; or the Reset All button will reset the filters across all tabs.

4. When you have set your criteria, click Search.

5. In the final column, select the items that you want to include in the invoice; or select the Select All box to include them all:

6. You can enter the Client Invoice Number .

To preview the invoice, select preview.

7. Certain attributes about the invoice can be changed by clicking edit.

8. To view a summary of the invoices, based on the items you have selected, click View Summary.

9. To generate the invoices, based on the items you have selected, click Generate Selected.
A message appears informing you that the invoice has been generated.

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