To streamline the invoice process from our Timesheets view, there are numerous defaults at the Client level which make it possible to generate invoices for numerous clients, all with different requirements, with a single run.
Most notably, you can now set the following defaults:
- Invoice Item Description
- This will drive how the invoice item(s) are presented on the invoice
- Ex. By Candidate & Job
- This will drive how the invoice item(s) are presented on the invoice
- Invoice Consolidation
- Consolidation determines how Tracker will combine or separate the invoices generated
- Ex. One Invoice Per Company and Candidate or One Invoice Per Company
- Consolidation determines how Tracker will combine or separate the invoices generated
- Tax Rate
- Often tax rates are unique for your clients, so you can store a default tax rate here as well
- Invoice Template
- Often clients would like a specific format so that can be defined here
When invoices are generated from Timesheets, you can choose to use the defaults stored at the Company level rather than the values on the form by turning the Override Client Settings? switch to 'No' as shown below:
If you would like to review the system defaults within Timesheet Details or Expense Details, simply Expand the section:
