1. Navigate to the Financials Page
From the top menu, select the Financials page. Immediately, the Financials page will open with the Financial Reports section selected.
2. Input Your Filters
Before generating your report, be sure to select a date range along with the type of report you would like to generate. You may also filter for Currencies, Cost Centres, Clients and Projects.
The two primary types of billing reports are:
Quotes
A quote report will just load information related to the shifts scheduled rather than work actually done. For example, the displayed amount owed by the client will be based on the number of slots and hours scheduled rather than the amount of hours actually worked by staff.
Invoices
Invoice reports will include all of the same information as a quote, however they will include the total amount of staff that worked on the shift including the amount of hours that were worked in total.
3. Generate the Report on Screen
Before exporting your report, be sure to preview it first by selecting the 'Generate on Screen' option. Doing so will load all of the shifts related to the selected filters and the associated revenue expected for each shift.
4. Export the Report
The are two options for exporting your billing report;
Excel Report
Printing an excel report will download all shifts displayed on screen into an excel spreadsheet file.
Generate PDF
Generating a PDF will create a client ready document detailing the amount owed for the selected shifts for the client. Users can highlight which shifts they would like to include in the report by holding CTRL or CMD on their keyboard before selecting the 'Generate PDF' button.
The currencies and VAT rates displayed in printed billing reports are set against each client. To edit these, navigate to the Clients page, select the relevant client, then you will be able to change their currency and VAT rate in the 'Edit' client window.
Tip: Users may also print quotes and invoices from the Projects page by selecting 'Quote' or 'Invoice' from the project page menu.
It is important to note, that once an 'Invoice' has been printed for a shift, an Invoice Number will automatically be attached to that shift, locking future edits to that shift. Users will be required to void the invoice should they wish to amend any of the shift details.
How to Void and Manage Invoices
How to Void and Manage Invoices
To void an Invoice,, navigate to the Projects page and select the related project from the sidebar. Each invoiced shift will load with its invoice number in the main list of shifts. Click an invoice number to open up options allowing you to reprint the invoice, mark it as paid, amend the invoice date, or void it to make further shift edits.