How to Generate a Combined Invoice Report in Arez

How to Generate a Combined Invoice Report in Arez

Overview

The Combined PDF feature allows you to merge multiple invoice reports into a single PDF document. You can choose which reports to include, making it easy to share a complete invoice package with your clients.

Step 1: Navigate to Invoices & Billing

From the left-hand menu:

Reports & Finance → Finance & Payroll → Invoices & Billing

You will see a list of all created invoices.

Step 2: Open an Existing Invoice

1. Locate the invoice you wish to export.

2. Click on the invoice to open it.

Once opened, you will see the invoice details along with the available invoice views:

• Invoice Summary

• Detailed Invoice

• Worker View

• Site View

• Role Summary

Step 3: Open the Actions Menu

1. In the top-right corner, click the Actions button.

2. Select Combined PDF from the dropdown menu.

A Combine PDF Reports window will appear.

Step 4: Select Reports to Include

The Available Reports list will display:

✔ Invoice Summary
✔ Detailed Invoice
✔ Worker Wise Report
✔ Site Wise Report
✔ Role Summary

You can:

• Select all reports to create a complete invoice pack.

• Select only specific reports if required.

• Combine one, two, or multiple reports into a single PDF document.

The selected reports will be merged in the order shown.

Step 5: Generate the Combined PDF

1. Review your selected reports.

2. Click Combine & Download PDF.

Arez will generate and download a single PDF containing all selected reports.

Included Report Types

Invoice Summary

Provides a high-level overview of the invoice, including:

• Client details

• Invoice period

• Site/Contract information

• Hours billed

• Charge rates

• Total invoice value

Detailed Invoice

Displays a line-by-line breakdown including:

• Dates worked

• Site

• Worker/Role

• Shift times

• Hours worked

• Rates

• VAT

• Amounts charged
  

Worker Wise Report

Groups invoice data by worker and includes:

• Worker name

• Role

• Shift details

• Hours worked

• Gross totals

• VAT calculations

Site Wise Report

Groups invoice data by site and includes:

• Site information

• Officers assigned

• Hours worked

• Charge rates

• Site totals

Role Summary

Provides a summary by role, including:

• Role names

• Total hours

• Net amount

• VAT amount

• Gross amount

Result

After downloading, the Combined PDF can contain any combination of:

1. Invoice Summary

2. Detailed Invoice

3. Worker Wise Report

4. Site Wise Report

5. Role Summary

This provides a complete invoice pack that can be shared with clients or retained for audit and reporting purposes.