Skip to content
Log in
  • There are no suggestions because the search field is empty.

Add Team Invoice

Summary

This guide explains how to add a new team invoice, including selecting the employee, entering invoice details, and confirming the submission.

In this article

  •  Before you begin
  • Step 1: Access the Team Invoice page
  • Step 2: Enter the team invoice details
  • Step 3: Confirm and add the invoice
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to add team invoices.
  • Make sure you have all the required details for the invoice (e.g., employee, amount, VAT number).

Step 1: Access the Team Invoice page

  1. Navigate to the "Team Invoice" section from your main dashboard.
  2. Click on the "Add Invoice" button.

Step 2: Enter the team invoice details

  1. Select the Employee who the invoice is for.
  2. Select the Date of the invoice.
  3. Enter the Amount for the invoice and choose the appropriate currency.
  4. Select the Tax Rate that applies to the invoice.
  5. Enter the Invoice Number for reference.
  6. Add a Description to explain the purpose or details of the invoice.
  7. Enter the VAT Number (if applicable).
  8. Enter the Tax ID associated with the invoice.

Step 3: Confirm and add the invoice

  1. After entering all the required details, click "Confirm" to submit and add the invoice.
  2. The invoice will be added to the system and available for review or further processing.

Frequently Asked Questions (FAQ)

1. Can I add multiple invoices at once?

Currently, you can only add one invoice at a time. Repeat the process for additional invoices.

2 . What happens after I add the invoice?

Once the invoice is added, it will be submitted for review or approval, depending on your company's workflow.

 

3. Do I need to enter a VAT number?

The VAT number is required if your company or country mandates VAT for invoicing. If not applicable, you can leave this field blank.