The Company setting in Self-Billing enables the company to generate the self-billing invoices on the behalf of the users that have been set up with self-billing permissions. These items will be retrieved from data entered by the user in Time Management and Expenses Management.
To enable users to raise their own invoices for approval, please see New Self-Billing Invoices – User.
Create a new self-billing invoice by selecting the invoice or invoices and clicking 'Invoice selected'. Use the time filter to search for a particular date range. Click the clipboard icon on each row to view more details.
User permissions required: Owner, Process Administrator or Manager with Self-Billing permissions
- Go to Main Navigation > Self-Billing Management > Authorise Self-Billing > Generate New Self-Billing.
- Filter by date and click Search.
- Use the Expand icons next to each client to view the users with items to generate. These users can then be expanded to view individual items to view the individual items.
- Click the Edit icon to include a discount.
- Click the View icon to review the details of the individual items.
- Make sure the items you want to invoice are selected using the tick boxes.
- Click Generate Invoice – as the owner/ process admin, self-billing invoices generated will be automatically authorised. You will still need to mark the invoice as paid manually when necessary.