For a more efficient management of their invoicing, some of your clients structured with ''Head office'' and ''Branches'' will have their invoices paid by a partner. 

This is the role of the payer partner. The name and address of the payer partner will appear on the invoice, in the "Invoiced to" section, even if the service was provided at another location.

The payer partner is a contact existing in the client's file, but it is not mandatory. If no payer partner is identified in the client's file, the requesting client will be considered as the payer partner when creating requests and for invoicing. If a "DEFAULT" payer partner is defined, all requests will be created and invoiced to this payer partner, unless you change it manually. If no default payer partner has been defined, and the client has one or more payer partner, you will need to select the payer when creating requests.

Whether a default or occasional paying partner, any partner requested to pay another client's invoices must be added as a partner, with the property "Payer partner"

Here's how to specify a default paying partner, and ensure that the invoice is sent to them:

1.In a client file, click on Settings tab and on Billing sub-tab.

2.Click  on to the right of the field Default paying client and select the default payer partner, if applicable.

3.Specify if the invoice must be created with the name of the paying client or the requesting client.

4.In the field Billing address, select the address that should be displayed on the billing label (paying or requesting client).

To see the description of other fields and billing options, such as the contacts to be used for invoicing, see the corresponding section in the page Tab - Settings, Client section.

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, for a cook, le taux horaire facturable par défaut de 31,65 $ est changé pour 32 $.

1.In a client file, click on Settings tab, and on Basic rate sub-tab.

2.Select the billing type to modify and click on (Indicate a rate), the "Price history / Invoicing type Client client" window is displayed.

3.Enter the start date on which the modification will be applied as well as the new amount.

4.Click on Save and close.

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

In the example below, the default paid hourly rate of $21.65 is changed to $22.15.

5.Select the salary type to modify and click on (Indicate a rate); the "Price history / Salary type Client " is displayed.

6.Enter the start date on which the modification will be applied as well as the new amount.

7.Click on Save and close.

Section - Salaire - Candidat : Le taux horaire payé pour la fonction sélectionnée et le candidat sélectionné est personnalisé dans le dossier de ce client.

In the example below, the default paid hourly rate of $22.15  (corresponding to the customization above for the client) has been changed to $23.00.

8.Click on an empty line in this section. The Candidate selection window is displayed in search mode: ID PRIM or the name of the candidate and click on (Execute search) to launch the search.

9.Select the candidate and click on OK.

10. On the line of the candidate that has been added, click on (Indicate a rate); the "Price history / Salary type Client Candidate" window is displayed.

11.Enter the start date on which the modification will be applied as well as the new amount.

12.Click on Save and close.

Clicking on will delete all customizations for the selected item, as well as any customization related to the "taxable" box. For this reason, if you wish to go back to a previous customization, it is best to add a new customization with the previous figures in order to keep track of previous modifications.  

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, for both invoice and pay.

A modification made only on the pay or on the invoice will have a direct impact on your margin. This effect is shown on the "Margin" columns.  

1.In a client file, click on Settings tab and on Base rate addition sub-tab.

2.Under Selection of customization filters, select the Invoice type and Salary type to which you want to apply the customization.

3.The items related to the selected types will be displayed at the bottom of the window, in 2 main sections, Invoice and Pay.

4.Select an item in the list. In the column where you want to apply the modification, click on (Edit). The Price history window is displayed.

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

6.Click on Save and close.

Customized rates are easy to recognize 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 track of the changes made.

7.Click on (Edit) to the right of the customization to be deleted. The Price history window is displayed.

8.Click on to delete all customizations added to the selected codde. Depending on your configuration, it is possible that you must respect a specific order to delete the customizations. For example, the custized rate of a request type in a client's file will need to be deleted before you can delete a rate not associated to a request type.

Clicking on will delete all customizations for the selected item, as well as any customization related to the "taxable" box. For this reason, if you wish to go back to a previous customization, it is best to add a new customization with the previous figures in order to keep track of previous modifications.