How to Invoice My Organisation in THAREJA

Instead of using automatic payroll, team members can generate invoices with automatic line items from time tracked or enter a line item manually to request payment. 

Creating a New Invoice

STEP 1. Navigate to  Invoices from the navigation and click the New Invoice button.

STEP 2. Specify the issue date and due date set a custom invoice number or leave the default value as it is.

1. Issue date – the date the invoice is issued to your employer.
2. Due date – the due date for the payment of the invoice.
3. Invoice number – this is automatically assigned to each invoice.
4. PO (Purchase Order) Number – this field is optional for contractors.

STEP 3. To fill out the line items included on your invoice, you can either:

1. Manually add line items – if you can choose to manually enter each line item, then click the Add Item button. Fill in the fields for description, notes, quantity, unit price, etc. Just keep clicking on Add Item button to keep adding more line items.
2. Generate line items – click the Generate line items button and it will automatically populate line items based on the. selected date range.

Generating Automatic Line Items

With our invoices, you have the option to manually add the line items by clicking on Add Item button or have them auto-populated by clicking on Generate Line Items button. In order to auto-populate the fields, follow the steps below:

STEP 1. While creating New Invoice, click on Generate Line Items.

STEP 2. Set your date range, member, project and line item format as required. You can also check the boxes to include non-billable time and expenses.

STEP 3. The invoice will be pre-filled with your recorded data in the lines.

Once you’re done, click on Save as Draft, or Save and Send to send the invoice to your organisation owner.