🎯 When You Need a Single, Consolidated Invoice
Some clients don’t want to sift through separate invoices for each branch — they want one clean bill with all hours rolled up, neatly organised.
Picture this:
Your client operates across California, Nevada, and Oregon.
Each location has varying hours, but all are ready for invoicing.
Instead of sending three separate invoices, you deliver one master invoice with everything sorted and grouped for easy review.
That’s where By Company invoicing steps in — the perfect option when the client’s accounts payable team says, “Just send us one invoice, please.”
🛑 Why This Page is Important – One Invoice, Less Hassle
Separate location-based invoices can create unnecessary reconciliation work for clients that manage payments centrally.
By Company invoicing:
Streamlines client processing by reducing the number of invoices.
Keeps all billable data in one place, grouped by province/state and sorted alphabetically for clarity.
Still gives you granular control over which locations make it into the bill.
⚡ How This Feature Will Help – Consolidation Without Compromise
Single Invoice Creation: All selected locations’ approved hours appear in one invoice.
Organised Presentation: Hours are grouped by province/state in alphabetical order, with multiple locations possible per region.
Same Safeguards as By Location: Prevents incomplete or invalid invoices from being created.
Fewer Client Queries: One invoice means fewer “Can you resend that?” requests.
🛠️ Step-by-Step – Creating Invoices by Company
1. Navigate to Invoicing
Path A – From the Payroll & Accounting → Invoicing menu in the LHS panel.
Path B – From a Company Profile → Invoicing tab (auto-selects the company).
2. Company Selection
If opened via Company Context → Company is pre-selected.
If opened via Global View → You must manually select the company.
Note: Missing company details or billing contact? Invoice creation will be blocked until corrected.
3. Create Invoice Popup
Click Create Invoice.
Select the By Company tab.
4. Pay Frequency & Bill To
Choose Pay Frequency:
Weekly – Defaults to previous week (editable).
Semi-Monthly – Select month, year, and period.
Monthly – Select month and year.
Under Bill To, select one, multiple, or all company locations.
5. Pre-Creation Checks 🔍
Timesheet Not Locked → Popup alert, invoice blocked.
Missing Approved Hours → Popup lists locations without approvals; confirm to proceed.
Inactive Employments (Semi-Monthly/Monthly) → Popup shows affected sites; confirm to proceed.
No Employment Present → Invoice creation stopped entirely.
6. Generate & Review
One combined invoice is created, showing all selected locations grouped under their province/state (alphabetically).
Invoice appears as Draft in the Invoice Screening Page.
Email notification sent when ready.
💡 Key Features
Single Consolidated Invoice – Ideal for clients who want one bill.
Location Grouping by Province/State – Sorted alphabetically for clarity.
Same Strong Validations – Prevents billing errors.
Flexible Location Selection – Pick exactly which locations feed into the invoice.
📌 Points to Remember
Lock all timesheets before creating invoices.
Approved hours are essential for all selected locations.
Semi-monthly and monthly billing requires active employments.
No employment for a location = no inclusion in the invoice.
All invoices start in Draft — review before sending.