Process Timesheet Billing is the first step in generating invoices for your clients. This step creates invoices for all temporary assignments. If you want to create invoices for direct-hire (full-time) positions, use the Process Position Billing option.

NOTE: You can process billing before or after you process payroll.

For more information on billing, click here.

For more information on how StaffSuite processes invoices, click here.

Processing Billing

1. Make sure the defaulted information (Corporation, Report Group, Invoice Number, and Invoice Date) is correct. You may edit these fields, if needed. Use to select a different Corporation or Report Group. NOTE: If you select a master report group (company report group option), the Print File Sort and Send to Printer fields become active. Use to select a different invoice date.

Click here for more information on using StaffSuite's calendar.

2. In the First Invoice #  field, enter the invoice number of the first invoice you want to produce with this billing process. If you are using report groups, the system will automatically default the next available form number in this field. If you are not using report groups, this field will be blank by default.

3. If you selected a master report group (set up in System Administration and further defined in Company), use in the Print File Sort field to indicate the order in which invoices should be output for printing. Options are invoice number (default), branch name, and branch number. NOTE: If you sort by branch name or branch number, you should NOT use any type of pre-numbered invoice forms since the system number may not match the pre-printed form number.

4. If you selected a master report group, put a check in the Send to Printer box to print invoices directly to a networked printer. If you place a check in the box, the Printer Name field becomes active. Click to select the printer to which you want to send the invoices. If the Send to Printer checkbox is empty, the system will create a print file in Crystal Enterprises that can be printed later. Clicking on the box toggles it between checked and unchecked.

5. Click the button to add any optional processing criteria (for example, if you wanted to produce invoices for only one batch, or for a specific service line, or from multiple batches, etc.).

For more information about the Optional Processing Criteria, click here.

6. When you are satisfied with the information you have entered, click the button to process the billing.

7. The progress bar will track the completion percentage of the process.

8. When the process is complete, the system displays a window telling you the process ID number (important for tracking the process through the Update stage), the number of invoices processed, and the location of all reports created during processing (including the invoices themselves). If you selected the Send to Printer option, the invoices will begin printing on the selected printer.

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