How can I send Timesheets with Invoices

The invoice and Docket collation report will collate all Docket Snaps of Manual and Digital Timesheets with the related invoice into a PDF file.

 Authorised Users can access the report by selecting:

1. Reports > Invoice> Invoice and Docket collation

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2. Either Select a specific invoice number or if you are doing a whole period end date - lease delete from the drop down

• Please keep in mind that the system will override the original invoices that are stored on a server that you are unable to have direct access to.**

3. Select Generate Invoice and then within the popup click YES, then it will show if it has been successful or if an error occurred

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4. *** To relocate where these updated invoices are please go to - Email Invoices and select the Batch Email Period Date

5. To View please Click the Invoice File Name and it will open for you to download from there onto your own PC - Or if you need to just send to the Client, Please select and send an email which will automatically send the updated invoice

You are able to also individually download in other sections

• View Invoice History

• Client Specific Invoice