This feature is only available if you have a license for one of the sharemundo links® 'Enterprise' solutions.
Note You can only bill expense reports and timesheets that have already been submitted and approved in sharemundo links®.
Step 1: Go to the 'Billing' section in the navigation menu.
Step 2: Click on 'Create a new invoice' in the top right-hand corner of your screen.
Step 3: Fill in the various fields and click on 'Save'.
Notes:
- you'll find details of the various fields below the image.
- fields marked with * are mandatory.
Details of individual fields
- Recipient type *: Select whether the recipient of your invoice is a company or a contact.
- Name of recipient *: select the name of the company or contact receiving the invoice
- By default, the current date is entered; you can modify it by clicking on the calendar icon or by typing it directly into the field.
- Invoice date *: Enter the invoice date or select it using the calendar.
- Due date *: enter the invoice due date or select it using the calendar
- Invoice status *: Select the invoice status from the drop-down menu.
- Is it related to a project? * : Select 'Yes' if you are creating an invoice linked to a project.
- Project: Select the relevant project from the drop-down menu
- Add an expense report *: click on the button and select the expense claim to be added to the invoice. Repeat the operation for each expense claim to be added to the invoice.
- Clickhere if you would like to know more about recording expense reports.
- The amounts of the selected expense claim(s) will be automatically added to the invoice.
- Add a timesheet *: click on the button and select the timesheet to be added to the invoice. Repeat the operation for each timesheet to be added to the invoice.
- Click here if you would like more details on how to record expense reports.
- The amounts of the selected timesheet(s) will be automatically added to the invoice.
- Notes: Add notes if necessary
- Manage linked documents: you can link (or detach) documents to your invoice.