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Invoicing within Coretime is easy and removes duplication of effort. Projects can be quickly invoiced at different stages, by phase or by activity.

The invoices can be quickly distributed via email to your Clients. These invoices can then be posted automatically to your accounting system.

An integrated debtors’ ledger ensures you can always keep track of outstanding invoices with real-time information. The Coretime invoicing process saves time, improves accuracy, removes error and speeds up the entire invoicing process.

A comprehensive suite of reports covering every aspect of financial management is available as standard. For busy Senior Managers dashboard functionality delivers key 'hot button' info for monitoring projects.
The Coretime invoicing process:
  • Employees log time and expenses within Coretime
  • The billable items by project, individual or multiple employees can be viewed
  • Tag any items to be billed using clickable check boxes
  • Use Template Invoices to accelerate invoice production
  • Create Draft Invoices for Project Managers to approve
  • Click on ‘Invoice’ to add to a customised invoice proforma with full address and logo
  • Choose to enter an invoice description manually or use a pre-loaded invoice description from a drop down list to save time
  • Allocate to a nominal code using a dropdown list of codes or automate this process by using the pre-loaded invoice descriptions which recognise which nominal code to use
  • Use the option to manually enter a final invoice amount where required
  • Enter as many invoice lines as required
  • Produce a backing sheet with details to support the invoice
  • View summary of items billed, invoice amount and profit
  • View invoices submitted in the Debtors Ledger ready for payment
  • Automatically transfer both sales invoices and receipts to Sage 50 Accounts
  • Fee forecasting facility allows future bill points to be entered
  • Invoices can be planned according to a fee schedule
  • Report by month all future planned invoices
  • Email invoices to ensure quick and easy invoice delivery

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