Introduction
In the business world, it’s often necessary to bill clients based on the total number of hours an employee has worked on their project. Empress simplifies this process by allowing you to generate a sales invoice directly from a Timesheet. This guide will guide you through this user-friendly feature, helping you streamline your billing process.
Introduction: The Significance of Sales Invoice from Timesheet in Empress
The Sales Invoice from Timesheet feature in Empress offers a straightforward way to bill your clients based on the actual amount of billable work. By creating a sales invoice directly from a Timesheet, you can ensure accurate billing and efficient documentation of work hours. This feature is especially beneficial for businesses that work on project-based or hourly billing models.
How to Generate a Sales Invoice from a Timesheet
Here’s how you can create a sales invoice from a Timesheet:
- Submit the Timesheet and click on ‘Create Sales Invoice’.
- Fill in the Item Code and the Client Name to be billed against this Timesheet. The Item could be a product or a service. Click on ‘Create Sales Invoice’ again.
- The Timesheet details will automatically appear in the Sales Invoice.
- The posting date and time will be set to the current time, but can be edited by checking the box below the ‘Posting Time’ field.
- Optionally, you can include payments for Point of Sale transactions or convert this into a credit note.
- When everything looks good, hit ‘Save’ and then ‘Submit’ the invoice.
To fill in Sales Invoice details automatically, click on the Get items from button. This will allow you to pull in details from a Sales Order, Delivery Note, or a Quotation. Customer details, Currency and Price List, and Items will automatically populate.
Additional Features
When creating a Sales Invoice from a Timesheet, you can also:
- Use Accounting Dimensions to tag transactions to a specific Territory, Branch, Project, etc. This can help you to view accounting statements separately based on the selected criteria.
- Add more Timesheets to the Invoice by clicking on ‘Add Row’ in the Time Sheet List section.
All other details can be added as you would in a regular Sales Invoice.
After Submission
Once you’ve submitted the Sales Invoice, the ‘Total Billed Hours’, ‘Total Billed Amount’ and ‘% Amount Billed’ fields in the Timesheet will update automatically. You can also generate a Salary Slip from the Timesheet. This thorough process ensures seamless billing and accurate documentation of work hours.
Conclusion
The Sales Invoice from Timesheet feature in Empress is a powerful tool for businesses that bill clients based on hours worked. It simplifies the billing process, reduces errors, and saves time. For more information on other Empress features, please refer to our non-technical resources or contact our support team.