Invoice Mapping in Billing option

INVOICE GROUPING :  Invoice Grouping is a functionality in StaffingGo that allows users to consolidate multiple invoices based on specific criteria for easier billing and financial tracking. We can create Invoice group based on Client requirement in staffinggo application.This grouping can be done:

• Client-wise: Combine all invoices related to a specific client.
• Branch-wise: Group invoices generated under a particular branch location.
• Employee-wise: Consolidate invoices for individual employees across different time periods or services.
•  PO-wise (Purchase Order-wise): Group invoices based on specific purchase orders for better contract.
• Cost-center wise: Combine all invoices related to a specific Cost-center wise.
• Contract level : Group invoices generated under a particular Contract.

First, we need to configure Invoice Group in application.

Navigate to settings >> financials >> Invoice Group.

Once invoice Group configured, we can map that in Billing options .

We can map Invoice group in Billing options once we created invoice group in Financials (Master settings)

Choose particular client contract Billing option to map Invoice group.

Navigate to settings >> Staffing masters >> Billing options >> Choose Invoice group tempalate 

INVOICE TEMPLATE : First, we need to configure the invoice template in the application.

Navigate to settings>> General Master >> Template library >> Choose Template type as “Invoice template”. Upload the invoice format and save it.

Once invoice raised in the application, Navigate to Financial tab >> Select the processed invoices >> choose which invoice user generated (payroll, reimbursement, Rate card etc) once open you will get the page as below, where you can see invoice template.

INVOICE NARRATION : First, we need to configure the Invoice narration in the application.

Navigate to settings >> financials >> Invoice narration.

Once invoice narration configured, we can map that in Billing options .

Navigate to settings >> Staffing masters >> Billing options >> Choose Invoice Narration.( Attaching the snap below). >> Click on ADD option >> Choose for which invoice type you require which narration template.

PO Information in invoice:

While raising the invoice by PO -Wise, Mapped employee details will be shown.

EX:In PO details, One employee mapped. (Attaching the snap)

While raising the invoice by PO Wise, Mapped employee details was showing. (Attaching the snap)