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

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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

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You are able to also individually download in other sections

• View Invoice History

• Client Specific Invoice