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 | Generate | InTime | Sales > Generate Invoices: Preview | Apply your filter options and click search to return the appropriate timesheets ready for invoicing. | ? |
| 3 | Generate | InTime | Sales > Generate Invoices: Generate Selected | Generate invoices for all the applicable timesheets | ? |
| 4 | 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.