This article will highlight the different aspects of the Finance area of the app.
Setting-up your Billing for payments
When navigating to "Settings", then "Billing", you will notice either a "Edit your Billing Details" button, or a "Set up your Biling" button. This will depend on if you have already set up your billing.
By selecting this, you will be redirected to Stripe, where you can enter your information.
For individual users, the required details are as follows:
Legal Name
Email Address
Job Title
Date of Birth
Home Address
Phone Number
Percentage ownership of business
For business details, the required details are as follows:
Legal Business name
Registered business address
Business phone number
Industry
Business website
Before clicking on "Agree and Submit" you may have to upload verification documents. This is important as not uploading documents may cause issues and result in payments not going through.
You can upload documents by clicking on your name card, and uploading the documents there. You may also need to provide verification for your business by clicking on your business card, and uploading documents there.
How to view your Finances and Invoices
Invoices
In order to allow your Staff Members to generate Invoices, you must first go to 'Settings > Email & SMS > Invoices'. You must then enter a suitable email address into the box 'Send Timesheet Invoices To'. This is where the invoices that your Staff Members send you will go. When this is done, press 'Save'.
Once a Staff Member has submitted their Timesheet and it has been approved, they can generate an Invoice. They can do this by navigating to 'Finance > Your Timesheets' and then ticking their desired Approved Timesheets and clicking 'Invoice Selected'. Only a Staff Members themselves can generate their Invoices, and they can only generate Invoices for Timesheets that have been Approved.
Your Staff Member must then fill in their bank details and click 'Send'. Please note that Staff Members can send out multiple Invoices at once, but they will be collated together and not sent as separate Weekly Itemised Invoices.
Once an Invoice is sent, it will display a green 'Sent' status on the right-hand side of the screen. Staff Members can also download their Invoices as PDF files using the blue 'Download PDF' button on the top right-hand side of the screen. If your staff member wants to amend an Invoice, they can easily delete it using the red 'Bin' icon and re-generate the Invoice from their Timesheets tab (Finance > Timesheets).