Create invoice
client invoice can have multiple pos (each pm can have multiple jobs too)
Finance
Cash and commitments: purchase orders, client and vendor invoices, reminders and templates, payments and allocations, deductions and overtime, internal invoices, SAP reconciliation, and branded PDF outputs.
Client Invoices
The names here suggest a focus on billing and money movement within «Finance». The description on each card is the primary definition.
Invoice Number
Auto generated based on saved template for each company
Due date
is set automatically based on the account payment terms
Generate Payment link
can generate link for the customer to pay only by credit card and when paid the system will create the client payment automatically
Generate invoice file
accountant can export he invoice (PDF or excel) from different templates related to the company
Technical reference (may differ from the description above)
Generates client invoice PDFs (and PO exports) using brand-specific templates with full tax/profit/currency calculations.
Email Invoice
Accountant can press on send invoice so the file is sent to customer by email. Also the system can send the invoice to customer automatically once the invoice is submitted if this option is marked in account settings
Client Payments
The names here suggest a focus on billing and money movement, CRM and accounts within «Finance». The description on each card is the primary definition.
Payment made by customer
Each payment may have multiple invoices and payment can be for part of some invoices and the invoices will be marked as paid or partially paid. So each invoice can have 1 or more payments
Internal Invoices
The names here suggest a focus on billing and money movement within «Finance». The description on each card is the primary definition.
intersection invoices between companies
A company can assign resources from other company, the company that has the assigned resources can issue and invoice to the other company who assigned its resources with the assigned tasks cost + services fees added in the tasks
Vendor Invoices
The names here suggest a focus on billing and money movement, delivery execution within «Finance». The description on each card is the primary definition.
Invoices related to tasks assigned to vendors (freelancers/agencies)
Each invoice is related to 1 task and its created automatically after the task is completed
Download official documents
accountant can download ID, proof of address of the invoice vendor before issuing payment
Technical reference (may differ from the description above)
Generated from completed/verified tasks; line items represent tasks with rates, units, taxes, distribution rules; SAP-synced AP documents.
Vendor Payments
The names here suggest a focus on billing and money movement, talent and resourcing within «Finance». The description on each card is the primary definition.
Payment for vendor invoices
Each payment can have multiple vendor invoices
Technical reference (may differ from the description above)
Generated from completed/verified tasks; line items represent tasks with rates, units, taxes, distribution rules; SAP-synced AP documents.
Notification
After payment is done a notification with payment PDF files is sent to the vendor for confirmation