How to Manage Billing Setup on a Customer

Managing Customer Billing Setup from TempWorks Software on Vimeo.

How to Manage Billing Setup on a Customer from TempWorks Software on Vimeo.

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How often is a customer invoiced? What do the invoices look like? Who are invoices sent to? Is this person mailed a physical copy of the invoice or do they receive it by email? All of these determinations and more are made in the billing setup page of the customer record.

This article will walk users through understanding the different sections of the billing setup page. 

Navigate to the customer/invoice setup/billing setup:

Billing Schedule:

Determines how often the customer is invoiced - weekly, biweekly, or monthly. If users select biweekly or monthly, they will be asked to specify at what point in the cycle the invoice should be created. 

*Note* Selecting a billing frequency of monthly will prompt for which week of the month the invoice should be sent.  If the invoice should be sent at the end of the month, ignore billing cycle should be selected since there are sometimes 4 weeks, sometimes 5 weeks in a month.


Style:  The general invoice design that the customer will be receiving. Each TempWorks client has a unique invoice style dropdown containing specific invoice designs. For example - the styles in your dropdown will include your logo.  

*Note* the invoice style is the look and feel of the invoice, it may include different logos, fonts and graphics.   Please consult with your administrators to become more familiar with your styles.

Count: If/when invoices are printed, the count dropdown specifies how many copies will be printed - 1, 2, or 3. 

Invoice Method: Determines how the customer will be receiving the invoice. When a method is selected that includes emailing the invoice, users will be prompted and required to add an invoice recipient: 

To add an invoice recipient, select the + icon.This will open the add invoice recipient window. Once there, select the recipient from the dropdown.

*Note* This dropdown will include all active contacts that belong to the customer you are currently viewing. 

*Note* If you select an Email invoice method you can also use the CC email address field to enter an address to CC the emailed invoice to. 

Email Template: If/when an email invoice method is selected, the email template determines what will be included in the body of the email on a recurring basis.  

Create separate invoices for each:

If/when there is an instance where a separate invoice should be created for a customer, simply note this by selecting the check box next that matches the instance. For example, in the image below we've selected both Branch and Worksite. 

So, every time the customer is invoiced for a different branch and/or worksite they will receive a separate invoice.

With this in mind, consider the following - let's say we are billing ABC Company for assignments worked at the St. Paul, Minneapolis, Jordan, and Mankato worksites.  St. Paul and Minneapolis belong to the Metro MN Branch, while Jordan and Mankato belong to the South MN Branch. 

How many invoices will this customer received? 

The correct answer is four - one for each worksite. If we were only creating separate invoices for each branch, we would have two invoices. 

Department: selecting department will separate invoices for each department of the customer we are tracking.

Order: selecting order will create a different invoice for each order called in.

Assignment: selecting assignment will create a different invoice for each assignment created for that customer.

Employee id: selecting employee id will create a different invoice for each employee assigned to the customer.

*Note* an example of the the difference between separating by assignment vs. employee id:  We send Joe to ABC Company on Monday, he does a great job but his job ends on Monday.  ABC Company asks for Joe to come back to a different job on Thursday.  If you are separating by assignment you will have 2 invoices, if you separate by employee id you will have 1 invoice with both jobs billed on that one invoice.

Week end: selecting week end will produce a different invoice for each different week ending being billed (late timecards).

Cost center: separate by different cost center codes (if your company uses cost center).

PO: selecting po will create a different invoice number for each po number used.

Branch: branch refers to the number of branches (or offices) your staffing company has.  Please consult your administrator for any questions regarding your branches.

Worksite:  worksite refers to the different physical locations you would be sending people to work.

Supervisor: selecting supervisor will give you a different invoice per supervisor identified on the order of each assignment.

Job title: selecting job title will create a different invoice for each job title filled.

Sub-entity: if  your company is using sub-entity codes selecting this option will give you a different invoice per sub-entity code used.

Division: the division refers to the type of job.  For example, clerical vs. industrial vs. health care vs. hospitality.  Please consult your administrator for any questions regarding the divisions of your job titles as these are managed by your company.

Department address: if you are separating invoices by department and want the invoices to be mailed to the address on each department, this should be selected.

Add invoice line items:

Adding an invoice line item will include the type selected with each listing on the invoice. So for example, if you had selected ponumber the po number would also be included with the employee's name, job title, hours worked, etc., per transaction listed.  

Invoice notes:

Users may use this section to list helpful and/or miscellaneous billing information. Any text entered here remains strictly on the billing setup page - it is not included on the actual invoice or documented as a message on the customer record.  

Completed setup: Test your Knowledge

Take a look at the completed setup below and attempt to answer the following questions. Answers are underneath the image. 

Q1. How often is this customer invoiced?

Q2. What is the invoice style they will be receiving? 

Q3. How many copies of the invoice will they receive?

Q4. Are they being mailed a physical copy, or emailed a digital copy? Or both?

Q5. Who will be receiving the invoices?

Q6. Are there any instances where a separate invoice should be created?

Q7. Is there any additional information being included with each line item on the invoices?

Q8. Any additional things to note about billing regarding this customer? 


A1. Weekly

A2. S Type

A3. 1

A4. Email only

A5. Lynn Musgrave

A6. Yes - Branch, and Worksite

A7.The Department Name

A8. Invoices can also be faxed to 4891248311

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