🧐 Why this matters
The Custom Invoice option is perfect when you want to:
Bill a client using a custom billing location
Generate an invoice with user-defined line items
Handle unique non-standard invoicing requirements
This flexibility helps ensure that all work is accounted for and billed correctly, regardless of how shifts or jobs are structured in the system.
🧭 How to Create a Custom Invoice
Go to Staffing Workspace
Navigate to the Invoicing tab
Click on the Create Invoice button (top-right corner)
In the modal, select the Custom Invoice tab
Choose the frequency (Weekly, Semi-monthly, Monthly)
Under Bill To, select a location:
First option = Company location
Remaining options = Company’s billing locations
⚠️ Note: Only one location can be selected under Custom Invoice.
Click Create
➕ Adding Line Items
After clicking Create, you'll be directed to a blank invoice screen.
Click on Add Additional Line Item
Enter all required information:
Description
Job Location
Quantity
Rate
Click Save once complete
Once saved, the invoice will be available under the Staffing Invoices section and a notification email will be sent.
🧠 Key Features
Customise invoices independently of standard job data
Choose any billing location from your company structure
All validation rules remain the same as "By Location" and "By Company"
Add as many line items as needed before saving
Invoice displays company and billing location details
Currency is pre-determined based on billing location (e.g. CAD or USD)
📌 Points to Remember
Only one location can be selected under “Bill To”
Billing dropdown displays Company location first, then other billing locations
You must add at least one line item before saving
Invoice preview will reflect your entries in real-time
Once saved, invoice will show up in the Staffing Invoices tab with a Draft status