Within the Client entry we have the ability to select how the Timesheet information is collated for invoice production, by using the Invoice grouping.
If the Billing cycle is set to Every timesheet and the Invoice Grouping is set to Every timesheet, then once a timesheet has been validate the system will automatically generate the Sales invoice and put it in the undelivered Sales invoice list. Any other selection will put the validated timesheet into the Create sales Invoice list.
This list shows the invoicing information per client, the items column indicates the number of timesheets available to invoice per Client.
When you select to create the client's invoice the system will create one or more invoices depending on the Grouping selected and the information on the timesheet.
To drill down and view (as below) the individual timesheets for a client then click on the number under Items column.
Creating an invoice from this screen will include all the selected timesheets and generate one invoice overriding any grouping you may have on the client (as shown on the previous screen).
The Billing cycle is purely an informational field and the system will happily produce invoices when you select to create them. The production of invoices is a mostly a manual process.
Every Timesheet - this will create an invoice per timesheet.
Candidate - each invoice will contain all timesheets for each candidate per client.
Purchase Order - each invoice will contain all the timesheets with the same purchase order no.
Client - One invoice will be created containing all the available timesheets for that client.
Manual/Self bill - You will be able to manual select the required timesheet to appear on the invoice.