Creating and Reviewing Invoices
1. Click on New or Create from the Manage Claims page for the claim in which you wish to create an invoice for.
Create- this will display when there are timelogs to be billed
New- this will display when there are NO timelogs to be billed
Review- this will display when there is an invoice already created for the file
2. Choose the timelogs you wish to include on this invoice
3. Select type of invoice you are creating
4. (Optional) Choose how you wish to sort the Timelog Entries
5. Click Create Invoice
Notice the Invoice Worksheet is stamped 'PENDING REVIEW' across the top.
6. Review the Invoice Date and Due Date and make any necessary changes
7. Review the entries and make any necessary changes to the submitted time log. If the changes made on the Invoice Worksheet need to be reflected back on the Timelog and Adjuster's payout for that item (Svc Name, Qty, Fee), mark the "Sync" box next for that line item.
For each entry that is to be included on the invoice to the client company, be sure the box to the left under the Include column is checked. If this item is not billable to the client company, uncheck this box.
8. Other Fees/Taxes - If your Settings are correct for including taxes for certain states, this will automatically populate for you. (Tax rates and how to automatically apply are configured in Settings.) In some cases, you may need to manually add the taxes here. This is done by check marking auto-calculate and entering the tax rate. Make sure the check box all the way to the left of the screen is checked.
9. (Optional) Enter an Invoice Note
10. (Optional) Add an Invoice Type Stamp
11. Select what you wish to display on the invoice- Defaults to automatically populate for this section can be set on the Settings page under the 'Invoice Worksheet Default' section.
Include Timelog with Invoice – Checking this box will show a detailed description of the individual time log entries at the bottom of the invoice.
12. Click Save/Update Invoice.
13. Click the Preview button to be sure your invoice is correct.
*If the invoice will be finalized at a different time, you may leave in 'Pending Review' status. When you are ready to finalize the invoice, click on 'Review' on the Manage Claims page.
14. After previewing the invoice and ensuring it is correct, uncheck 'Invoice Pending Review?' (Save Invoice as PDF Report will auto select and a copy of this invoice will be saved to the file). Then choose if Adjuster allowed to see PDF. If this box is unchecked the invoice will not be visible to the adjuster. You may also choose to automatically email a PDF copy of the Invoice to the Claims Rep.
15. Click Save/Update Invoice
Revert to Original Timelog – This action will reset all work on this invoice and time logs to their original values.
Revert to Current Timelog – This action will revert this invoice to the current values in the time log.
You can hover over the individual Qty and Fee entries on each line item of the Invoice Worksheet to see which ones hold a different value in the Timelog.