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style=\"color: rgb(0, 0, 0);\">How to Use Invoicing in Arez\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cbr>\u003Cstrong>Introduction\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Invoices & Billing\u003C\u002Fstrong> module allows users to generate invoices from approved timesheets, organise billing by client or role, review invoice summaries, add manual charges, and manage invoice statuses before sending to clients.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Only \u003Cstrong>approved and arbitration-confirmed timesheets\u003C\u002Fstrong> are included in invoice generation. Unapproved shifts will be excluded automatically.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Accessing Invoices & Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Navigate to:\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Reports & Finance → Finance & Payroll → Invoices & Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The dashboard displays:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total invoice values\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Draft invoices\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Posted invoices\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Credit notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Cancelled invoices\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Existing invoice records and statuses\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F943ceee4-c5c5-4ccb-8748-163daf8d6a5d\u002F20260525121842\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Creating a Draft Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>+ Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">to begin creating a new invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The invoice setup contains four sections:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clients\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Sites\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Billing Period\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice Details\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A summary panel appears on the right showing:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Number of clients\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Sites included\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Draft invoices to be created\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Billing dates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice number\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Grouping type\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Draft invoices are created only and will not be posted or emailed until reviewed.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Face75c9b-75fe-4d8f-9b1d-47b195315e35\u002F20260525121942\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 1: Select Client\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Choose the client(s) for whom invoices should be generated.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Under \u003Cstrong>Invoice Grouping\u003C\u002Fstrong>, select:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>One invoice per client (Default)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Creates one invoice combining all approved records for the selected client.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Role Wise\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Creates separate invoices grouped by worker roles.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Examples:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">SG Grade A\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">SG Grade B\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift Lead\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Contract Manager\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">SIA Events\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>Role Wise\u003C\u002Fstrong> when different billing rates apply to different positions.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F79535949-1ffe-4723-8d21-3e4f87a7b967\u002F20260525122030\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 2: Configure Site Selection\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Choose which sites to include:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>All active sites\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Includes all active sites under the selected client.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Selected sites only\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Generate invoices for specific sites only.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Exclude selected sites\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Exclude chosen sites from invoicing.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The summary updates automatically.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F5d071e90-14a2-40e5-b120-5d53d5224b4e\u002F20260525122130\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 3: Define Billing Period\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Specify:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>From date\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>To date\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Issue date\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Due date\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">These dates determine:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Included shifts\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice issue date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Payment due date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Ensure billing dates match approved payroll periods.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fdb9c87f4-3842-4335-8637-6118390440fc\u002F20260525122216\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 4: Configure Invoice Details\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Invoice Details\u003C\u002Fstrong> section allows users to review invoice settings before creating the draft invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Invoice Number\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Invoice Number\u003C\u002Fstrong> is \u003Cstrong>automatically generated by the system\u003C\u002Fstrong> and assigned to the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Example:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>INV-000034\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice numbers are generated sequentially and cannot be edited manually.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Amount Type\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select how tax should be applied to the invoice:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Tax Exclusive\u003Cbr>\u003C\u002Fstrong> VAT is added separately to the invoice total.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Tax Inclusive\u003Cbr>\u003C\u002Fstrong> VAT is already included within the invoice total.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>No Tax\u003Cbr>\u003C\u002Fstrong> No VAT will be applied.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>VAT Rate\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the applicable VAT percentage for the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Example:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>20%\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Ensure the VAT setting matches the client’s billing requirements.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fd803f962-02b3-4074-b14b-9cd92d1a26ea\u002F20260525122332\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Create Draft Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review all selections and click:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Create Draft Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The invoice appears in the dashboard with status:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Draft\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F836a7ff2-5105-41b2-a071-b2fda904ed15\u002F20260525122358\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 6: Review the Invoice Summary\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the created invoice to review all invoice details before approval or sending.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the \u003Cstrong>Invoice Summary\u003C\u002Fstrong> tab to view an overview of the invoice, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client and site\u002Fcontract information\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice issue date and payment due date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice period\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT percentage applied\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total hours worked\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total payment amount\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site breakdown and contracted locations\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Charge rates applied\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Quantity (hours) billed\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Subtotals and invoice totals\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Terms & Conditions\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Payment information (bank details and payment instructions)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review these details carefully to ensure invoice accuracy before progressing to approval or sending.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F55fa63e4-af76-4969-94b3-3de3290ca6d6\u002F20260525122445\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Invoice Views\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Multiple views are available:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Detailed Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shows full billing breakdown.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worker View\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Displays charges grouped by worker.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Site View\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Displays charges grouped by site.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Role Summary\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Displays charges grouped by role.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use these views to validate calculations before sending.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F1428222a-4d00-40d7-9ccc-5e26d6f4bfd6\u002F20260525122727\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Add Manual Line Items (Optional)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional charges can be added manually.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Examples:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Overtime\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Equipment\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Travel\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Radios\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Uniform costs\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Miscellaneous charges\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enter:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Description\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Quantity (Hours)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Rate\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Then select:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Add Line Item\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The invoice total updates automatically.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F21a03c13-5ead-4e35-b034-85cace048876\u002F20260525122849\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Payment Information\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice payment details display:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Currency\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Account Name\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Account Number\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Bank Name\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Sort Code\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">IBAN\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Bank Address\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Verify information before posting invoices.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Managing Invoice Status\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoices can move between different statuses depending on their stage:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Draft\u003C\u002Fstrong> – Invoice is editable and not finalised.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Posted\u003C\u002Fstrong> – Invoice has been finalised\u002Fposted.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Credit\u003C\u002Fstrong> – Used for credit notes or adjustments.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Cancelled\u003C\u002Fstrong> – Invoice has been cancelled.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">To update the invoice status:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the \u003Cstrong>Status dropdown\u003C\u002Fstrong> (top right).\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the required status:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Draft\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Posted\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Credit\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Cancelled\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional actions available from the \u003Cstrong>Actions\u003C\u002Fstrong> menu:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Delete invoice\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Export to Xero\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Download as:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">PDF\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">CSV\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Excel\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fe38541f1-70a2-4afd-9194-8a10d0ae7ab7\u002F20260525122948\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Troubleshooting\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Missing shifts in invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Check:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Timesheets approved\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Arbitration completed\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Billing dates correct\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Incorrect totals\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Verify:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Rates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Added line items\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice grouping\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Invoice not generating\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Ensure:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client selected\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Sites included\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Approved shifts exist within chosen period\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Summary\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Invoices & Billing module converts approved timesheets into structured invoices, allowing users to group billing by client or role, add adjustments, review calculations, and manage invoice approval before sending to clients.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cbr>\u003C\u002Fp>",false,0,[],[],"2026-05-25T12:17:41.837879Z",[],1779723079927]