Settings of invoicing in the client's file

For a more efficient management of their invoicing, some of your clients structured with ''Head office'' and ''Branches'' prefer that all the invoices are sent to one and only address.

This is the role of the payer partner, his name and address will be displayed on the invoices in the "Invoiced to" section, even if the service was provided at another location.

The payer partner is a contact registered in your client's file, it is not mandatory. The invoice will be sent directly to your client if no payer partner is identified in the file.

1.Open a ''Client'' window.

2.Do a search to display the file of your client.

3.Click on the ''Settings'' tab.

4.Click on the sub-tab ''Billing''.

5.If there is a payer partner in the file, he will be displayed in this window.

6.Click on the icon at the right of the field ''Payer partner'' to indicate to PRIM which contact to use for the invoicing. (This partner must be present in the file of the client to be available in this list.

7.If you check the box ''Use the address of the payer partner'', this address will be displayed on the invoice.

8.The option ''Corporate status'' makes it possible to use the field located under the name of the client. This field allows to specify to whom the service was provided or to which contact the invoice will be sent.

PRIM allows the personalization of the billable and payable rates in the file of your clients.

If you do not find the billable type you are searching for in the list, please refer to your system administrator.

Customize an hourly rate in the file of a client

Section - Invoice: The billed hourly rate for the selected function is customized in this client's file.

In the example below, the default billable hourly rate of $27,50 is changed for $29.

1.Open a ''Client'' window.

2.Do a search to display the file.

3.Move under the ''Settings'' tab and the sub-tab ''Basic rate''.

4.Select the billing type to modify and click on the icon (Edit), the ''Price history'' window is displayed.

5.Enter the start date to which the modification will be applied as well as the new amount.

6.Click on (Save).

Section - Salary: The paid hourly rate for the selected function is customized in this client's file.

In the example below, the default hourly rate of $15,26 is changed for $17,50.

7.Select the salary type to modify and click on the icon (Edit), the ''Price history'' window is displayed.

8.Enter the start date to which the modification will be applied as well as the new amount.

9.Click on (Save).

Section - Salary - Candidate: The hourly rate paid for the selected function and the selected candidate is customized in the file of this client.

In the example below, the default paid hourly rate of $17,50, because of the customization above, is changed for $21.

10.Click on a blank line of this section, the “Candidates selection” window is displayed.

11.The window opens in search mode, enter the ID PRIM or the name of the candidate and click on the icon (Execute the search) to launch the search.

12. Select the candidate and click on .

13.Click on the icon (Edit), the ''Price history'' window is displayed.

14.Enter the start date to which the modification will be applied as well as the new amount.

15.Click on (Save).

Clicking on the button will also delete the personalization related to the "Taxable" box.

PRIM allows the customization of the special codes in the file of your clients.

In the example below, the modifications are applied to the ''Night bonus'' code, for the client and the function.

1.Open a ''Client'' window.

2.Do a search to display the file

3.Move under the ''Settings'' tab and the sub-tab ''Base rate addition''.

4.In the section “Customization filters selection”, select the “Invoice type” and the “Salary type” to which you want to apply a customization.

5.The items linked to the selected types will be displayed in the section at the bottom of the window in two principal sections, “Invoice” and “Pay”.

6.Select an item in the list. In the column where you want to apply the change, click on the icon (Edit), the ''Price history'' window is displayed.

7.Enter the start date to which the modification will be applied as well as the new amount.

8.Click on (Save and close).

9.The customized codes are easily locatable in the list.

Delete a customization

It is possible to delete a customization, however it is better to enter an end date or add a new customization with the old amount or rate to cancel the current customization in order to keep a changes history.

10.Click on the icon (Edit), the "Price history" window is displayed.

11.Select a code, click on (Delete) to delete the customization of the amount or the rate associated to the selected code.

12.If there is more than one customization, PRIM will remove the end date of the last customization added in the file and will apply this customization, if not the amount or the rate applied will be the one configured by default for this client.

13.Click on (Save).

14.Click on to delete all the customizations added to the selected code. According to your configuration, it is possible that you have to respect a sequence to delete the customizations. For example, the customized rate for a replacement type at a client will be deleted before the customization of a rate without a replacement type.

Clicking on the button will also delete the personalization related to the "Taxable" box.