Difference between revisions of "Invoice Splitting Options"

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(Created page with "=About= The following article explains the variety of the invoice splitting and grouping options that are available in PinvoiceR. =How to Use= A key thing to understand is...")
 
 
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To effect changes in the structure then you need to edit one of the client group, client or billing location.
 
To effect changes in the structure then you need to edit one of the client group, client or billing location.
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====Client Group Level====
 
====Client Group Level====
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The following split options are available at the Client Group Level;
 
The following split options are available at the Client Group Level;
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* Individual Employee
 
* Individual Employee
 
* Position
 
* Position
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=Related Pages=
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* [[Clients]]
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* [[Client Groups]]
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* [[Client Location]]
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* [[Pay Codes]]
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* [[Pay Code Item Editor]]
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* [[PinvoiceR Client Structures]]

Latest revision as of 04:28, 29 March 2019

About

The following article explains the variety of the invoice splitting and grouping options that are available in PinvoiceR.

How to Use

A key thing to understand is that the "highest" (see PinvoiceR Client Structures) setting takes precedence over all other settings.

If you set something at the “Client Group” level and something “Billing Location” level then the “Billing Location” level will be ignored and the “Client Group” will be used.

If you don’t want to use any of these then just use the Daily/Weekly settings as per normal

To effect changes in the structure then you need to edit one of the client group, client or billing location.


Client Group Level

The following split options are available at the Client Group Level;

  • All Employees
  • Summary Totalled By Client Code
  • Purchase Order
  • Individual Employee
  • Position
  • Detailed Subtotal By Client And Billing Location


Client Level

The following options are available at the Client Level;

  • All Employees
  • Purchase Order
  • Individual Employee
  • Position


Client Location Level

The following options are available at the Client Level;

  • All Employees
  • Purchase Order
  • Individual Employee
  • Position


Related Pages