Invoicing:allows you to keep track of your technicians inventory/ costs/ and hours worked on a task and invoice the respective stores accordingly.
Timesheets:
To enable invoicing for technicians for your company, follow these steps:
Steps
- Go to Setup/ Company.
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Follow the steps in the image below:
A. Select the Invoicing dropdown.
B. Enable invoicing box.
C. Select the frequency on when you want invoices to be generated (Recommend: After Task is Closed, Scheduled Daily, or Scheduled Weekly).
D. Enter the default hourly rate of the technicians (eg. $65/hour. These values can be overridden when setting up invoicing for individual people in subsequent steps).
E. Save.
Setup your Technicians
1. Go to Setup/ People.
2. Search for the technicians you want to have invoicing enabled for. Select Details.
3. Follow the instructions below to enable timesheets and invoicing.
A. Select the Timesheets/Invoicing dropdown
B. Timesheets: If you want your technicians clock in/out at the beginning and end of each day, you can enable this feature. This allows the ability to monitor the time it takes each technician to complete a certain task and that the invoice aligns with task start and completing time. ***Enabling timesheets is not required for invoicing purposes.***
C. Billable Hours: Enabling this feature will generate invoices when tasks are completed and closed by the technician.
D. Invoice Rate: If the hourly rate for the specific technician is different from the Default Rate in the Company setup, enter the hourly rate for that technician here.
E. Update settings.