For recruitment businesses, sales invoices are automatically generated from the time that has been keyed through timesheets. 

Generally invoices are exported in batches, normally weekly and immediately before month end processing begins. 

Pre-Requisite

Evox allows you to set your own personal preferences. For Sales Invoices, we suggest that you set the following two: 

1. Click the Maintenance tab 
2. Select the Personal Preferences link under the Personal Settings heading 
3. Click the Sales Invoicing heading at the top of the screen that appears 
4. Under the SI Interface heading at the foot of that page: 
   1. Tick Show all timesheet statuses in one list 
   2. Tick Default ‘Invoice by’ to ‘Date Range’ 
5. Click Save Changes 

That’s a one-off set-up – once it’s done, you won’t need to set those again. 

Create from timesheets

To create sales invoices from timesheets:

1. Navigate to the Sales Invoices tab
2. Click on the Create From Timesheet button
3. This will open up the below page:

1. Users will use the relevant filters and click Search
2. Time will show in the relevant status tabs: To be invoiced (Paid), To be invoiced (Confirmed), and To be invoiced (On Hold)
3. Users will select the timesheets and choose the relevant option: Mark as Invoiced, Create Indiviudal Invoice(s), Add to Existing Group Invoice, and Create Group Invoice
4. Users can set the Default Invoice Date when creating invoices if required

Create from additions

To create sales invoices from additions:

1. Navigate to the Sales Invoices tab
2. Click on the Create From Timesheet button
3. Set the Invoice From Timesheets/Additions? dropdown from Timesheets to Additions
4. This will open up the below page:

1. Users will use the relevant filters and click Search
2. Additions will show in the relevant status tabs: To be invoiced (Paid), To be invoiced (Confirmed), and To be invoiced (On Hold)
3. Users will select the addition lines and choose the relevant option: Mark as Invoiced, Create Indiviudal Invoice(s), Add to Existing Group Invoice, and Create Group Invoice
4. Users can set the Default Invoice Date when creating invoices if required