Create and manage the invoicing

1.Open a ''Invoicing management'' window.

2.Move under the ''Invoice history'' tab to check the invoices with the status ''In progress'' to ensure not to add new items in an existing invoice, if you want PRIM to produce a new invoice for your client.

3.Apply a filter in the list  to display only the invoices with the status ''In progress''.

4.If needed, select the invoices to complete and manually change the status for ''Completed'' to avoid additions in this invoice.

5.Move back under the ''Requests to bill'' tab. The window opens with the today's date in the field ''Billing date'', if the date is not suitable, it is editable.

6.You can apply a filter to display only the desired items. For example, the requests to bill at a specific date or to a specific client.

7.Check one or more items to add in an invoice and click on .

8.The selected items will be found under the ''Invoice history'' in an invoice with the status ''In progress''.

9.Apply a sort on the column ''Invoice no.'' if you want to display the new invoices at the top of the list.

10.If there is no more items to add, you can complete the invoice.

11.Select a record and click on the icon (List of values) to display the list of choices.

12.In the list, choose ''Complete the invoice''.

13.Click on the icon  (Open file) in the column ''Invoice no.'' if you want to display the details of the invoice.

It is possible to add an invoice from the file of a client, however this invoice should not be related to a request in order not to distort the report of profitability.

Take note that the example below is presented to illustrate the procedure to follow at the addition of a new invoice. According to your configuration, it is possible that this example is not representative, however the procedure remains the same.

For example, following the departure of an employee at a client, you can reopen the job offer and proceed with a new posting.

An invoice of the type “Extended job posting” will be added from the file of this client.

1.Open the client's file

2.Move under the "Billing" tab and to the sub-tab "Invoices".

If needed, apply a filter on a column in the main zone to decrease the number of displayed records.

3.Click on or on a blank line in the main zone and then on "YES" in the displayed message.

4.Supplement the information requested in the window of selection.

5.The invoice is added in the list with the status "In progress".

6.Click on the icon (Open file) to open the "Invoice" window.

7.Move under the "Other billed items" tab.

8.Click on or on a blank line in the main zone to open the selection window and select "Extended job posting" among the proposed items.

9.If applicable, select an export code in the next window.

10.If needed, change the quantity, the rate or uncheck the box "Taxable".

11.Click on (Save).

12.The invoice will be found under the "Invoice history" tab of the "Invoicing management" window with the status "In progress".

Additions made to an invoice will not be counted in the profitability report of the request, it is preferable to make the additions directly in the request, either a replacement, a term or a job offer.

To add a new item in an existing invoice, it must have the status “In progress”.

1.Open an ''Invoice'' window.

2.Move under the ''Other billed items'' tab.

3.Click in the main zone or on the icon (Insert) to add an item.

4.The ''Selection of value'' window is displayed.

5.In the list, select the item to add and click on .

6.If applicable, select an export code in the next window.

7.Fill the information in the columns “Qty” or “Rate”.

8.In the example below, we added traveling expenses.

9.Click on (Save). The item is added and the amount of the invoice is adjusted.

Changes made to an invoice will not be counted in the profitability report of the request, it is preferable to make the additions directly in the request, either a replacement, a term or a job offer.

To modify an item in an existing invoice, it must have the status “In progress”.

1.Open an ''Invoice'' window.

2.Move under the ''Other billed items'' tab.

3.In the list, select the record.

4.Modify the information in the columns “Qty” or “Rate”.

5.In the example below, we modified the traveling expenses.

6.Click on (Save). The amount of the invoice is adjusted.

For the sending of the invoices by email, you must ensure that the property “Contact of invoicing” is checked for a contact in the file of your client and that this contact has an email address with the property “Email address used for sending via PRIM”.

You can print, view or send by email an invoice which has the status ''Completed'' or ''Sent''.

1.Open a ''Invoicing management'' window.

2.Move under the ''Invoice history'' tab.

3.If necessary, apply a filter to display only the invoices to send.

4.Check one or more invoices.

5.Click on and select your choice in the list.

6.If you choose the option ''Send'', an email will be sent with the attached invoice to the selected client.