Invoice List

Default Columns

Additional Columns

1. Click the New button at the top of the grid - the New Invoice page will be shown.

2. Select the Project ID you want to create an invoice for.

3. Select the Invoice Date, Issue Date and the date you want to include charges up to.

4. Click the Save button - you will now be shown the Edit Invoice Header page.

5. Click the Prepayment button - the Create Prepayment pop-up will now be shown.

6. Enter the pre-payment details on the pop-up.

7. Click the Save button.

8. The pre-payment line will now appear on the invoice.

1. Click the Generate Invoices button - the Invoice Generation page will be shown.

2. Select the Invoice Date, Issue Date and the date you want to include charges up to.

3. You can filter the invoice to be created via the filter options however, this is generally not needed.

4. Select which values you want to include on the invoice - generally this would include all Fixed Fees, Timecharges and Expenses.

5. If you are using this invoice generation run to create What-If invoices only select the option Generate 'What-if' trial invoices for checking purposes?

6. Click the Generate button - the invoices will now be generated and shown in the Invoice Listing grid.

1. Select an appropriate invoice date range and click the button.

2. Click the to the left of the invoice row you want to raise a credit note for.

3. Select Create Credit Note - the Create Credit Note page will now be shown.

4. Enter the amounts you would like to credit for each of the invoice lines.

5. Click the Save button.

1. Select an appropriate invoice date range and click the button.

2. Select the draft Invoices you would like to approve by placing a tick in the boxes to the left of the grid - the Approve button will become enabled when you select your first invoice.

3. Click the Approve button - the selected Invoice(s) will now be set to approved status.

1. Select an appropriate invoice date range and click the button.

2. Select the approved Invoices you would like to change back to draft status by placing a tick in the boxes to the left of the grid - the Revert to Draft button will become enabled when you select your first invoice.

3. Click the Revert to Draft button - the selected Invoice(s) will now be set to draft status.

Refer to Edit Invoice_Header

1. Select an appropriate invoice date range and click the button.

2. Select the invoice you would like to export by placing a tick in the appropriate box to the left of the grid - the Export to {invoice package} button will become enabled when you select the invoice.

3. Click the Export to {invoice package} button.

4. Will be then passed across to your account package where you will need to log in and allow it to communicate with Timemaster.

5. The invoice will then be imported to your accounts package.

For more details on this subject please refer to the relevant Integration Guide which is available on request.

1. Select an appropriate invoice date range and click the button.

2. Click the to the left of the invoice row you want to raise a print.

3. Select Print Invoice - the invoice will now be shown in a separate window where it can be reviewed and printed.

1. Select an appropriate invoice date range and click the button.

2. Either;-

a.Click the to the left of the invoice row you want to email and select Email Invoice or

b.Click the Email Invoice button

3. If your invoice print requires additional information you will be prompted to add this via the Reports pop-up which will be displayed.

4. If your invoice print does NOT require additional information the Reports pop-up will be bypassed and you will be shown the Email Invoice pop-up.

5. Enter the relevant information - you may also add additional files via the Browse button. All files, with the exception of the Invoice and the Terms and Conditions (if applicable) files, can be excluded from the actual email by removing the tick in the top right corner of the attachment.

6. Click the Send button to send the email to the client.

1. Select an appropriate invoice date range and click the button.

2. Click the to the left of the invoice row you want to split.

3. Select Split Invoice - the Invoice Split page will now be shown.

4. The existing client and client contact information will be shown from the invoice.

5. Enter the percentage split to the right.

6. Select another client and client contact and the appropriate split percentage.

7. Repeat step 6 until all clients have been selected.

8. Click the Save button - the invoice will now be split between the selected clients.

1. Select an appropriate invoice date range and click the button.

2. Click the to the left of the invoice row you want to mark as paid/part paid.

3. Select Payment Details - the Payment Detail page will now be shown.

4. Enter the amount paid, date paid, reference and comments (if applicable).

Refer to Edit Invoice_Header

The default invoice report used is configured in the Windows Application > Setups > Control Codes > Control Parameters > Invoices & WIP tab page.

However, you can specify a default invoice report for a client. Click here to see where.

You can also change the specific invoice report by hovering over the Preview button on the Edit Invoice_Header page and selecting Change Report.