The system will automatically create invoices. Client settings and Billing Preferences determine which information is included on invoices and when they should be created. Invoice creation is automated, so the primary responsibility of administrators is validating and distributing the invoices.
Properly Plan your Invoices
Please ensure all the following items are properly configured before proceeding to the Prepare Invoice window and generate your invoices:
- General Settings
- Invoice Settings
- Billing Preferences
- Contracts and Service models for the following:
Hourly guarding: Employees have been scheduled, clocked in & out properly, and finally, Timesheets have been approved.
Patrols: Patrols have been scheduled, assigned, and approved (Enforced vs Ongoing).
Dispatch: Workflows have been created, and Dispatched jobs have been approved.