Video tutorial
Tutorial content:
- Example of invoicing work statements assigned to a business relationship
Invoicing of timesheets assigned to a business relationship
The created timesheets can be the basis for compiling an invoice. We will perform this operation by clicking on the module FINANCE and then pressing the button New invoice on the page All outgoing invoices. In the open form, we fill in the description of the invoice and use the picker to assign the customer. In the table Invoice items we will now click on the Copy from time sheets button, which will include in the invoice all not yet settled worksheets assigned to the given business relationship. If we would like to invoice unbilled timesheets for a specific period, we will do so on the Dates tab. When I'm done, we'll save the record. The invoice we created is now visible in the table All outgoing invoices. At this point, all outstanding statements have been set up as settled. For example, we will click on HUMAN RESOURCES in the upper gray bar, where we will open one of our partial reports on the page. On the Accounting tab, we can see the accounted date, and the document number field has also been filled in based on the invoice number.