Operations

1

Add a request in the system.

2

Assign a candidate to the request.

3

Confirm the assignment to the candidate and the client.

4

Confirm the hours worked with the candidate and the client..

5

The status of the request is changed for "Ready to be processed" and is in the list of the requests to bill.

Invoicing

6

Open a window "Invoicing management", move to the "Requests to bill" tab.

7

Select one or several items, click on the button "Invoice selected items".

8

Items are moved under the "Invoice history" tab with the status "In progress".

9

Change the status of the invoice for "Completed" if all the items to bill have been added.

10

Send the invoice to the client and change the status of the invoice for ''Sent''.

Incoming payment

11

At the reception of the payment, create an incoming payment, fill in the fields, the completed invoices will be added automatically in the incoming payment.

12

Under the "Incoming payments list" tab, open the incoming payment. Check the invoices to include in the payment..

13

Enter the amount paid by the client in the column "Amount paid" if it is a partial payment of the invoice.

14

If the amount entered is partial, it will be necessary to make a new incoming payment for the balance of the invoice.

15

Change the status of the incoming payment for "Completed".

16

Click on “Save”.