Invoiceable Items

Overview

Timesheet or expense items that have been processed in payroll and are ready to include in an invoice will appear in Invoicing > Invoiceable Items.

You can expand an Invoiceable Item line by clicking the + icon to the left of the employee name.

An item marked with a ‘!’ icon has an error associated with it, which will need to be resolved before you can include the item in an invoice.

Create an Invoiceable Item

To manually create an invoiceable item:

1. Go to Invoicing > Invoiceable Items > New Item.

2. Select the Billing Entity (if applicable), Customer and Billing Group.

3. Complete the remaining details in the Create New Invoice Item screen, ensuring all items with an asterisk are filled in.

4. Click Save.

The newly created item will be added to the Invoicing > Invoiceable Items list so that you can include it in an invoice.

Edit an Invoiceable Item

To edit an invoiceable item:

1. Click the + icon to expand the invoiceable item line in the report.

2. Click ‘Edit’ on the line that you need to change.

3. Enter the changes you require and click Save.

Changes which are made in the Invoicing module will not apply in payroll or the employee profile.

Recalculate an Invoiceable Item

If you make changes to a job and there is a related item is already listed in the Invoiceable Items report, you can use the Recalculate function to apply these changes. 

To do this:

1. Go to Invoicing > Invoiceable Items.

2. Select the invoiceable item you need to recalculate.

3. Click With selected Invoiceable Items… > Recalculate > Go.

Job changes are specific to updates made on the job itself, and do not include any adjustments that you make to a Rate Card or a Rule Group. If you make changes to a Rate Card or a Rule Group, you will need to revert, reinterpret and finalise again in Pay Conditions in order for changes to flow through to an invoiceable item.

Exporting Invoiceable Items

The Invoicing > Invoiceable Items report can be exported as either a PDF of the on-screen display or in a detailed .csv file.