Invoices from shifts

For work sold by the shift - staffing, security, cleaning - make final invoices in Ellibo Accounting from the shifts you planned, once each.

Invoices from shifts are on Professional and above.

Mark shifts for billing

In the shift window, open More options, choose the Customer and tick Bill by this shift. The rate is the shift's own rate, else the person's Bill an hour, else the role's.

A shift for a project or a Field Service job is billed in that app, so it can't also be billed by the shift. Nothing is billed twice.

Make an invoice

A shift is ready to bill once it is published, has ended and is marked for billing.

1. Open Invoices from shifts. Ready to bill lists each customer with their shifts, hours and amount before tax.
2. Untick any shifts you don't want to bill now. A shift with No rate can't be billed until you set a rate on the shift, the person or the role.
3. Click Make invoice, choose the date, Due in (days), One line per role and rate or One line per shift, and the tax %. Leave the tax empty to use the tax of the service item set for each role.

The invoice is a final invoice in your Ellibo books. The shifts are marked billed and can no longer be changed or removed. To cancel it, void it in Accounting. Invoices made lists your invoices with their state in your books.

Worked time

When a shift's worked time was confirmed (Log my time kept in Planning), that time is billed instead of the planned hours. See Planned against worked.