Orders, billing & financials
Manage orders, charges, invoices, and expenses.
By Emma1 author5 articles
- Create, update or end a client orderIn this article, we explain how to create a new client order, replace the order linked to an existing requirement and safely end an order without affecting live roster activity.
- Update client order charge rate sheetIn this article, we explain how to change the charge sheet on a client order.
- Create a credit noteIn this article, we explain how to create and print a credit note, as well as how to re-invoice after creating a credit note.
- Manual or extra travel expensesIn this article, we explain how manual travel expenses interact with the Travel module and when they might be overwritten.
- Invoice generation typeIn this article, we explain how to change invoice generation from real or actual times, and whether they're generated individually or grouped.