Calendar Month Invoicing

Overview

If you're invoicing customers on a monthly basis, this functionality allows you to split invoiceable items by calendar month without the need to set up any rules to do this. 

This function needs to be enabled in your Master Config, so if you require it in your portal please contact our Support team. 

Set Up Calendar Month Invoicing

You will first need to have a charge cycle that you can use for this and ensure it's assigned to the relevant customer(s).

You will need to ensure that the Timesheet Placement dropdown is set to Split Timesheets when you are configuring the charge cycle. This option will only appear in the dropdown list once the Master Config setting is enabled. 

To assign a charge cycle to a customer go to Users > Customers > select the customer > Default Settings > select the relevant charge cycle from the Invoice Schedule drop-down list > Save.

Use Calendar Month Invoicing

When you finalise a timesheet, it will generate the relevant invoiceable items. In Invoicing > Invoiceable Items you will see items that are ready to be invoiced, by default. 

In the below example, we've used a timesheet for the week of 30 March to 5 April. In this case, the 2 days for March (30-31) are showing in Invoiceable Items to be processed now. The remaining days (1 May onwards) are hidden and will show in Invoiceable Items based on the Invoice Date set in the charge cycle. 

You can use the Report Settings menu to filter on a specific date range if you need to see items that are not currently 'ready to be invoiced'.