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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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if 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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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