Description

FastTrack360 supports the ability to assign services to job orders so that tasks performed by an agency to fill a job placement can be billed to the agency’s client. In this release, enhancements have been made to allow services, which have been added to a job order, to be invoiced automatically without the need for back office staff to raise manual invoices.

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A flag can be set on the auto invoicing options to enforce that the invoice creation date determines the invoice date. If this flag is set, when a user raises an invoice the invoice date will default to the date on which the invoice is created and cannot be changed to another date. Otherwise, the user raising the invoice can set the invoice date to a date other than the invoice creation date.

Benefits

These enhancements facilitate the invoicing of billable services, which have been provided by your business as part of filling a job order, without the need for back office staff to manually raise invoices to bill for the service.

For more information about how services on a job order are auto invoiced, see Automatic Invoicing of Service Fees.

Configuration

To configure auto invoicing for a service, follow the procedure below:

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