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Raise Self Billing Invoices
Raise Self Billing Invoices

How to raise a self billing invoice

Updated over a week ago

You can choose to raise self billing invoices automatically or manually. If you need to raise some manual self billing invoices, please follow the steps below.
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Click on Self Billing in the left-hand menu

Click on Self Billing in the sub-menu to open the Self Billing page

Click on the Create button at the top left. The drop-down menu gives you a choice between Automatic invoices or Manual invoice. Click manual invoice.

Use the date filters to set a date range, and choose a single employee from the drop-down menu, if applicable

Under the option Invoice item time grouping, choose Daily to produce a line item for each day, Weekly to produce a line item for each week, etc

Click Preview to see a list of invoices ready to be generated.

Finish by clicking Generate

Once generation is complete, you will be returned back to the main Self Billing page, where you should see your newly generated invoices. Please note you may need to adjust the date range filters on the top of the main Self Billing page to see your new invoices, depending on the invoice date chosen when you generated them.

Download the Invoices

To download self billing invoices, you can either click on an invoice to view the details and then click on the Download button (the fourth button along) at the top of the invoice or, alternatively, you can download multiple invoices at once.
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To download multiple invoices from the main Self Billing page, tick the box to the left of the invoices you want to download, and then click Download (the second button along the top of the page). You are given a choice to download them as a single PDF file, or as a ZIP file containing multiple invoices. If you need to manually email the invoices, or need to store each invoice PDF in a separate location, choose ZIP file. Otherwise choose single PDF, as this will produce a single file with one page per invoice.
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Remember it is possible to automate both the generation of self billing invoices, as well as the emailing of them. Please read the appropriate help sections for further information

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