Timesheets, Onboarding, Invoices & Payments
The following videos in in two parts. Please scroll down to Part 2 for the invoices section on Lesson 7.
This lessons covers:
Part 1: Timesheets & Onboarding
- Converting a contract job into a project
- How to apply a default task set into a project
- How to populate timesheets
- How to send out portal details to a candidate and manage their info
- How to manage timesheet process
- How to send timesheets to clients
Part 2: Invoices & Payments
- Customizing the invoice template
- Raising and sending out an invoice
- How to enter a paid invoice.
- How to raise a payment in TrackerRMS