Adding a New Invoice Type

Steps to Add a New Invoice Type

  1. Open the Invoice Types screen by navigating to
    Configuration Invoices Invoice Types.
    Invoice Types Screen

  2. Fill in the required details to create a new invoice type in the bottom section of the screen.

    • Navigate through all tabs, from General to Requirements, ensuring that all mandatory fields (marked with *) are completed.
      Invoice Type Properties

Field Descriptions

Refer to the table below for an explanation of each field:

Property Description
Name The name of the invoice type.
Title The title of the invoice. This title appears on the invoice template.
Contract Prefix A prefix used for the invoice reference number.
Filename Mask Defines the filename of the invoice when downloaded.
GST Rate (%) Sets the tax rate for the invoice.
Invoice Stage Specifies the stage of invoicing: either Field Worker Invoice or Client Invoice.
Recipient 1 Primary recipient of the invoice (e.g., the ACP).
Recipient 2 Secondary recipient of the invoice.
Invoice Period Start Start date of the invoice period.
Period Length Duration of each invoice period.
Field Worker Type Required for field worker invoices if the Field Worker Invoice stage is selected.
Assign to Agent Assigns agents to the invoice type.
Restrict to Client Limits the invoice type to specific clients (applicable to the Client Stage).
Work Type Specifies the work types to be applied to the invoice type.

For more information on using the newly created invoice type, see this documentation.

Creating a Job Agent Invoice

To create an invoice type specifically for a job agent:

  1. Follow the steps in Adding a New Invoice Type.
  2. Ensure the following fields are configured:
    • Set Invoice Stage to Field Worker Invoice.
    • Set Field Worker Type to Job Agent.

For additional guidance, check out this overview.