Invoicing

This article will answer some commonly asked questions regarding invoices in Enterprise.  I need to invoice a client, along with their regular payroll, an additional amount (flat fee, for instance, drug testing, back ground testing, etc...) for...

Although customers that are billed on a bi-weekly basis require a little extra attention, they will generally follow the same process as weekly invoiced clients. This article will walk users through the distinct differences of bi-weekly invoic...

Although customers that are billed on a monthly basis require a little extra attention, they will generally follow the same process as weekly invoiced clients. This article will walk users through the distinct differences of monthly invoiced clients...

What is the Invoice Wizard? The invoicing wizard allows you to take the billable time that has been entered and proofed to create invoices based on the invoice setup for each customer.  Invoicing can be done before or after payroll is processed. Th...

Processing a direct hire invoice is seamless once the order and assignment creation is completed within Enterprise.  This Article Covers:  Reviewing the Assignment Processing the Transaction in Time Entry Proofing the Direct Hire Transac...

Credit and Debit Memos from TempWorks Software on Vimeo . Quick Steps: 1. Navigate to the invoice details section of the target invoice and log a message on that invoice.             a. The message should contain the invoice number...

What are Processed Invoices? Once transactions have been entered in Time Entry, proofed and run through invoicing, they are considered processed invoices. These invoices don't disappear from the system. This article will take a look at a few differ...

How to Fix Issues During Invoice Processing from TempWorks Software on Vimeo . For best viewing quality, expand the HD option, and select 1080p: What issues might arrive during invoice processing? An incorrect bill rate is disc...

Error messages will appear during an invoice run if a customer has chosen an invoice method which contains "email", but the contact, or recipient, is inactive, or does not have an email address associated with their record. The following article des...

Why Merge Invoices? If your customer is asking for one invoice when normally they ask for invoices split by worksite, etc. or when you have a few invoices because of corrections made, you can merge these invoices to have all the transactions on a s...

Invoice Editing Options In Enterprise, there are many different ways to edit invoices. In this article we are going to cover how to update or recalculate sales taxes and surcharges on an invoice.  Other Edit Options Include: Enterprise - How...

What Does it Mean to Recast an Invoice? Recasting an invoice will update any non financial data such as; department name, supervisor name, PO number (from assignment), cost center (from timecard), job title, employee name, report to, remit address,...

Undo an invoice correction may be utilized if an invoice has already been corrected and you wish to undo that "correction".   *Note*  Keep in mind that undoing these corrections may effect your Accounts Receivable and General ledger. We recomm...

Why Void an Invoice? Void an invoice if you'd prefer to create an entirely a new invoice instead of editing/correcting one, two, or a few transactions on the invoice. Here are a few reasons why someone may elect to void an invoice: After an invoic...

What is Reverse Billing? When voiding or reversing checks in Enterprise, within the check management wizard users will see the option to "reverse billing". When this option is selected, the automatically generated negative transaction (visible in t...