Description
A Raise Invoice screen is now available to set the parameters required to automatically invoice services that have been added to the list of services in the Billing > Service Fee section of the Job Order screen in the Recruitment Manager module.
The Raise Invoice screen is displayed by selecting one or more service fees services that are listed in the Billing > Service Fee section on the Job Order screen and clicking Raise Invoice, as shown in the example below.
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Screenshot must be updated with Close Invoice button.
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If you select multiple service fees and click the Raise Invoice button, the selected service fees will be grouped onto a single invoice. However, the Raise Invoice button is only enabled if the following conditions apply:
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The Raise Invoice screen is shown below.INSERT SCREENSHOT!!
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The fields on the Raise Invoice screen are as follows:
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A service fee that is associated with a job order can only be auto invoiced if a set of auto invoicing options has been defined for that Service Fee in Service Fee maintenance. For more information, see Enabling Auto Automatic Invoicing of Service FeesServices.
The ability for a Recruitment Manager user to be able to trigger the auto-invoicing of service fees is controlled by a security role permission, which are configured under Maintenance > Role-Data Groups. The permissions are listed and described in the table below.
Application | Permission | Applicable to User Type | Permission Levels | Description |
Job Order Connect Job | Auto Invoice | Agency | Full | If this permission is assigned to the logged in user’s security permission role, the user:
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Job Order Connect Job | Back Date Auto Invoice | Agency | Full | If this permission is assigned to the logged in user’s security role, when the user sets an invoice date for auto-invoicing a service fee on a job order, they can set a date that is in the past. Otherwise, the user will only be able to set the current date or a future date as the invoice date. Note that the user must also have the Auto Invoice permission to raise auto invoices. |
Job Order Connect Job | Close Auto Invoice | Agency | Full | If this permission is assigned to the logged in user’s security role, the user will be able to:
Otherwise, the user will not be able to default auto invoices to the closed status.close invoices. |
For general information about adding service to a job order, see Billing