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Invoicing

You invoice only shifts that are on 'Ready for invoice'. In one go you create separate invoices per location or per person. Email the PDF and UBL, or download them together as one ZIP.

Invoicing at a glance

  • Generate once, separate invoices

    Choose whether to invoice per location (cost center) or per person. You generate once and get a separate invoice for each group.

  • Email or download in one go

    Select invoices and email the PDF or UBL, or download everything as one ZIP. Emailed invoices are marked as sent automatically.

  • Approved is not invoiced yet

    After approval a shift is not on an invoice yet. The Invoice Queue and invoice generation only include shifts on 'Ready for invoice'. So 'Verified' on its own is not enough.

You need the right invoicing permissions to invoice.

Pay freelancers via self-billing

Create invoice: choose whether to group by client, location, or person.

Create invoice: choose whether to group by client, location, or person.

Select invoices and email them, or download them as one ZIP.

Select invoices and email them, or download them as one ZIP.

What you do with it

You group hours by client, location, or person and check a preview first. Then you download or email the PDF or UBL. Only shifts on 'Ready for invoice' are included. They come from the Invoice Queue on Planning. Sending over the Peppol network is not offered; details are on Technical fit.

Capabilities

  • You invoice only approved hours. A shift already on a non-draft invoice cannot be billed again
  • Separate invoices in one go: per client, per client and location (cost center), or per client, location, and person
  • Each line uses the rate that applied that day, times billable hours, plus ORT premiums
  • Optionally an attachment with details per shift, and free invoice lines where needed
  • Preview before finalize; main invoice PDF and optional details PDF; UBL 2.1 XML (Invoice / CreditNote)
  • Select invoices and email PDF or UBL, or download everything as one ZIP. Emailed invoices are marked as sent automatically
  • Credit invoices linked to the original document
  • When you mark an invoice 'Paid', you record the payment date and reference. Finance reports show AR aging and margin on approved contractor work

Outcomes

Invoices come from approved hours, with ORT where it applies. Approved shifts on a non-draft invoice are not billed again. Rate history: see Qualifications & rates.

Keep exploring

See how this works on your chain?

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