Splitting invoices allows you to separate one or more line items from an invoice into a separate invoice. This is useful in many scenarios, for example, items from a single shift need to be sent to different organisation.
To create Invoice, we assume you have followed steps in invoicing section. In our example, we navigated to clients Shift Details page, selected shifts and hit "invoice" located at bottom right of the page. It took us to page.
You can customise any of the invoice options including due date, tax, Invoice item, sender and payment description
|Due Date||The due date for invoices has been set as two weeks from the day of invoice.
|Tax||Tick the checkboxes next to all the line items you wish to include tax.|
|Sender||Click on drop down of "To" in order to select who the invoice need to go to.
|Invoice Item||Tick the checkboxes next to all the line items that you wish to invoice. For example, hours is checked in image below.|
|Payment Description||This can be changed from Account Settings.|
Once everything is finalised, click the "Create" button located to the bottom right of the invoice creation screen. Below publish options are available:
|Clicking on "Email" tab sends the Invoice to client along with pdf of the invoice.|
|Print invoice that can be posted to client.|
Invoiced items will turn blue in client shift details page, as seen in image below.
In order to generate invoice for rest of the items, navigate to the same client. Select shifts and hit Invoice, it will again take you to below page. In our example, we will select different sender from drop down box and tick on the remaining checkboxes next to Kms, Program cost and additional cost.
Now, the whole shift is blue as all items of the shift have been invoiced.