Client Invoices
One document a period with a line per contractor, raised here and posted into Accounting as a real receivable — one document with two views of it, rather than a staffing ledger beside the company ledger.
Where to find it
- Module: Talent & Contingent Workforce
- Group: Time & Money
- Section: Time & Money
- Screen: Client Invoices
Address in the console: /ats/invoices
List · 13 columns · 13 fields on its form · 2 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Invoice | Code | invoice_no |
| Client | Text | client_name |
| Type | Status | invoice_type |
| Date | Date | invoice_date |
| Due | Date | due_date |
| Overdue | Number | days_overdue |
| Lines | Number | line_count |
| Gross | Amount | subtotal |
| Programme fee | Amount | msp_fee_amount |
| Net | Amount | total |
| Receivable | Code | ar_invoice_no |
| PO | Code | po_number |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Client required | Choice | Looked up from existing records | |
| Programme | Choice | Looked up from existing records | |
| Statement of work | Choice | Looked up from existing records | |
| Type | Choice | timesheet, milestone, placement_fee, expense, conversion_fee, credit | |
| Invoice date required | Date | ||
| Period from | Date | ||
| Period to | Date | ||
| Due | Date | ||
| Currency | Choice | Configuration list | |
| Client PO number | Text | ||
| Cost center | Choice | Looked up from existing records | |
| Reference over there | Text | ||
| Notes | Long text |
What you can do here
Generate from approved hours primary
Invoice a client for a period
Asks for: Client* Period from* Period to* Invoice date Client PO number
Post to Accounting primary
Post this as a receivable
Asks for confirmation: Post this invoice into Accounting as a customer invoice?
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.