How to Set Up Contract Invoice Groups

You are here:
← All Topics

  • From the main navigation, go to People> Clients> (Client Name)> Contract> Invoice group.
  • If this is a new client, you will see 2 red notifications.
  • On the 1st notification, you will need to add a remittance (company logo), this will show on your invoice.
  • To do this, click on “Add one here
  • You will be redirected to the Remittance page.
  • Click “+Add Remittance”, then choose the appropriate logo.
  • Click the back button.
  • You will also need to add an address, to do this, click “Click to add one now”.
  • A pop-up window will show, fill out the form and click “Create”.
  • Once the logo and address have been created, you will see “Default Invoice Group” has been created on the left side.
  • The default invoice group will have the default settings, to change this, click “Edit”.
  • From here, you can change the following:
    • Payment terms
    • Template
    • Mailing Options
      • Tick the box “Mail Invoices”, if you want the invoice to be emailed. If you want to change the address tick the box “Change”.
      • Tick the box “Put Address in Footer”, if you want to add the address in the footer
    • ACA Options – there is a separate video instruction for this.
    • Display Options – Tick this box, if you want to group sick time together with regular time
  • If you want the invoice to be emailed, go to Email Recipient on the left side, and click “+Add Recipient”.
  • If you have unassigned jobs, it will show on the Invoice Groups. All you have to do is click “Assign” to assign the job to an invoice group.
Previous How to attach candidate offer letters to direct hire invoices
Next How to Turn on and Set up ACA billing
Table of Contents