Invoice / Timesheet Setup

Keep track of your technicians inventory/costs/hours and invoice your restaurants accordingly.

To set up invoicing and timesheets for technicians for your company, follow these steps: 

Steps:

1. Go to Setup/ Company.
   
   

   

2. 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). 

1. 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.