How to access and use the Invoice Editor feature

Entire OnHire provides users with the ability to edit and resend an invoice that may have been raised incorrectly during the invoice process.

The invoice editor is found within the staff ( web ) portal and can be accessed by following menu path:

Reports > Finance Reports > Invoices

Once you are in the Invoice Editor screen, you will need to complete the following steps to select the invoice you wish to edit.

Select your Service Location and Invoice Number by using the dropdown arrow

Please note: The availability of information to select from at each stage does depend on whether or not the prior stage has been completed.

For example You cannot select a service location if you have not selected a branch. Similarly, you cannot select an invoice number if you have not selected a service location

You will be able to view the actual invoice detail after all of your selections have been made and you have clicked on Show

When the invoice is displayed, you are able to edit the following fields by clicking in and updating them manually:

Shift Type
Start Time
End Time
Break Time
Invoice Rate
Allowances ( Add or Delete ) - By selecting the Allowance section you will be able to edit from there within a popup

Please note you cannot edit KM as the field is only 24 hour time!

You are also able to add in:

Adjustments ( + or - )
A description for the adjustment value
Invoice Notes
Dockets ( Timesheets ) - You can add an addition Docket to this invoice
Select your dockets as show above
Then Click Add
This will add to the invoices

If you need to delete a docket just click the Bin Icon and click OK

Once all of your adjustments have been made, please navigate to the top of the page and select Action

There are 3 actions available within this menu:

Preview Invoice - if you select this action, you will be able to view the amended invoice
Publish - if you select this action, the amended invoice will be saved against the relevant client within the finance portal without informing the client
Publish & Email - if you select this action, the amended invoice will be saved against the relevant client and emailed to that client

The amended invoice details will replace the initial invoice detail in all of your financial reports including your accounting export.

Please note: You will need to complete your finance export again to ensure that the new value of the invoice is reflected correctly in your accounting software