InTime allows you to control how timesheets and expense items are allocated to invoices. For example, one client may want a single invoice containing all the timesheets for all of their contractors. Another client may wish to have a single invoice per contractor and another may wish to receive a single invoice for each purchase order.
The options to split invoices and group items are located on the Edit Client, Worker Details and Edit LtdCoProvider screens, in the Invoice Settings, Consolidation area:
Here is an example from the Preview/Generate Client Invoices screen, which you can reach by selecting Invoicing>Client>Generate Invoices from the menu bar. Two clients, Target Group and Universe Computing, are displayed. For both clients, the invoice settings have been set to produce one invoice per client, and therefore only two invoices have been created (one for each client):
In the example below, the invoicing options have been changed for Target Group so that separate invoices will be raised per worker, per client:
This time, when invoices are generated for Target Group, the invoices are separated for the two workers Dave O'Reilly and Michael Thomas.
The invoice for Universe Computing remains as it was:
How do I specify which items are contained in individual invoices?
- Edit the client, limited company or provider (remember that if you have a front-office these changes would normally be made there)
- In the Invoice Settings area, in the Consolidation panel, select the categories from the Available list and use the arrow buttons to move them to the Selected list.
- Save your settings.
When you list invoices in order to generate them, the invoices will be separated based on the settings in the Consolidation area.