QRG Create Invoiceable Fees

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Purpose

The purpose of this quick reference guide is to step through the process of creating an Invoiceable Fee which can be created either from a Client record or from an Assignment record. The intended audience for this document is System Administrators / Standard Payroll Users. Users are advised after creating the Invoiceable Fee, they will be required to create the Pay Transaction, and no Invoice can be created until this is completed.

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Steps

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Create Invoiceable Fees from Client

Create an Invoiceable Fees from the Client by following the below steps:

1. Go to the Client record.
   1. To identify a Client record, enter the Account name into the Global Search (see Figure 1).

2. Select the Account record from the suggestions provided (see Figure 2).

2. Within the Client record, click on the icon on the top right hand side and then select Create Invoiceable Fee (see Figure 3).

3. A popup will display. Select one of the required options given below (see Figure 4). Please note the Record Type cannot be changed after the record has been created:
   1. Retainer Fee
   2. Client Paid Expense
   3. Project Services Fee
   4. Payroll Services Fee
4. For this QRG example, we are selecting the Client Paid Expense radio button and clicking the Create Invoiceable Fee button (see Figure 4).

5. The system will automatically create the Invoiceable Fee, and if successful, will display a notification starting with ‘Create Invoiceable Fee successfully completed!’. Click on the link within the notification starting with IF-xxxxxxxxxx (see Figure 5).

6. A new Invoiceable Fee record has been created with a Record Type of Client Paid Expense (see Figure 6).

7. After creating the Invoiceable Fee, please refer to page 7 to learn how to create Pay Transactions.

8. To modify an existing Invoiceable Fee record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
9. When complete, click on the Save button.

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Create Invoiceable Fees from Perm Assignment

Create an Invoiceable Fee from the Perm Assignment by following the below steps:

1. Go to the Assignment record.
   1. To identify an Assignment record from an Employee record, enter the Employee name into the Global Search (see Figure 7).

2. Select the Employee record from the suggestions provided.
3. Open the Related tab.
4. Identify the Assignment record(s).
5. Select the suitable Assignment record for this Invoiceable Fee (see Figure 8).

2. Within the Assignment record, click on the icon on the top right hand side and then select Create Invoiceable Fee (see Figure 9).

3. A popup will display. Select one of the required options given below (see Figure 10). Please note the Record Type cannot be changed after the record has been created:
   1. Retainer Fee
   2. Client Paid Expense
   3. Project Services Fee
   4. Payroll Services Fee
   5. Permanent Placement Fee
   6. Temp To Perm Conversion of Employee
4. For this QRG example, we are selecting the Permanent Placement Fee radio button and clicking the Create Invoiceable Fee button (see Figure 10).

5. The system will automatically create the Invoiceable Fee, and if successful, will display a notification starting with ‘Create Invoiceable Fee successfully completed!’. Click on the link within the notification starting with IF-xxxxxxxxxx (see Figure 11).

6. A new Invoiceable Fee record has been created with a Record Type of Perm Fee (see Figure 12).

1. To modify an existing Invoiceable Fee record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
2. When complete, click on the Save button.
3. After creating the Invoiceable Fee, please refer to the next page to learn how to create Pay Transactions.

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Create Pay Transactions from Invoiceable Fee

Create a Pay Transaction from the Invoiceable Fee by following the below steps:

1. Open the Invoiceable Fee record that you have created above.
2. Within the Invoiceable Fee record, click on the icon on the top right hand side and then click on the Create Transaction button (see Figure 13).

3. A new popup will open. Click on the Create Invoiceable Fee Transaction button (see Figure 14).

4. If successful, you will see a confirmation message as shown in the screenshot below with a link to the newly created Pay Transaction record. Click on the link xxxxxxxxxxxxxxx (see Figure 15).

5. The Pay Transaction record that has been created will have a Record Type as per the Invoiceable Fee Record Type (i.e Retainer Fee, Client Paid Expense, Project Services Fee, Payroll Services Fee, Permanent Placement Fee, Temp To Perm Conversion of Employee) (see Figure 16).

1. To modify an existing Pay Transaction, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
2. When complete, click on the Save button.

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Field Descriptions

No field descriptions are required for this QRG document.

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Further Information