Your one-stop shop for help on TrackerRMS
Keep in mind the currency you view on the Invoices screen will reflect what is set in your Default Currency setting for your territory. In this example, my territory is set to the United States. So ...
1. An invoice can be raised from a job or project/assignment record. Click on the action menu to get started. 2. Click "New Invoice" 3. Pick the invoice contact, though it will default to whomever...
1. Once you have raised an invoice, you can add opportunity products or services. These may include products you have added in the system that have a cost associated to them, so that you can build o...
1. To add time to an existing invoice, click open that invoice. 2. Click add item. 3. Click "Temp Timesheets" 4. Click "Add" once confirm the date period / details are all correct. 5. Here you c...
1. To add an expense to an existing invoice, open that invoice. 2. Click "Add Item" 3. Click "Temp Expenses" 4. Select the correct details (dates etc.), then click add. 5. You can now see the Ai...
1. To add new ad hoc items to an existing invoice, open that invoice. 2. Click "Add Item" 3. Click "Invoice Item" 4. Select the product from the dropdown list or manually type the item details. ...
1. To add a discount to an invoice, open that invoice. 2. Click "Add Item" 3. Click "Invoice Item" 4. Click this dropdown if you have a credit already existing under Products/Services in tools & ...
1. To add a PO to an existing invoice, open that invoice. 2. Here you can select a PO number from the project/assignment record in this dropdown. 3. Or you can click the green + button to create a...
1. To mark invoices as paid in bulk, check those invoices off where the white boxes appear. 2. Click here. 3. Next, select the action button. 4. Click "Bulk Update" 5. Click "something" 6. Clic...
1. You can apply Discounts and Surcharges at the Client level and have these automatically apply to the Invoices raised for those Clients. The ability to set automatic discount and surcharge details...
Invoices now support multiple Taxation rates. This allows you to enter individual tax rate %'s against each line item in the invoice and have that refected in the invoice: Rounding Rules for Ta...
Add Multiple Assignments to Invoices *Keep in mind you will want to generate the multiple assignment invoices before generating the rest of your invoices in bulk. That way you don’t duplicate...