Invoicing

The next step will be to raise an Invoice to you client(s). From your Dashboard, once you have Generated Draft payroll, your Timesheet will next move to Confirm Payroll and Pending Invoice Generation. When you are ready to raise your Invoice, select Pending Invoice Generation to bring up the window below.

Next you can filter on Payment Company, Agency and then optionally on Payment Method to display a list of worker(s). Now you can select individual workers or all workers in bulk and click Generate Invoice in the top right, adding your Invoice Date and Invoice Due Date.

This will now trigger the Invoice Email to your chosen Client and will also show on your Clients Portal for Payment. The Invoice will now show in Outstanding Invoices tab, by clicking on the tab it will bring up the view below where you can view the Outstanding Invoices, Mark as Paid or Add Payment (where an Agency has part paid the balance and you need to rack the reminder).

The next step in your process with either be Confirm Payroll or Create Bank File.

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