How do I manage consolidated invoicing cycles?
View, Add And Update Consolidated Cycles.
To get started, please ensure users have Consolidated Invoice Cycle Manage permissions enabled.
- Head to Settings and select consolidated Invoicing Cycles
- From here, users will see any existing cycles - which can't be edited or deleted if they are already in use
- To view a list of contractors that the cycles are currently assigned to, users can select View Contractors against the relevant record
- Users can create a new cycle by selecting Create New Cycle in the top right
- From here, a form will appear where users can give the cycle a name and select the frequency of which they need the cycle to run within the Schedule section
- Depending on the selection here, users may have to complete a secondary dropdown to specify the day or date the cycle should run on
- From here, users can choose a time for the cycle to run, as well as select the relevant timezone
- Users can then hit Create
- Once the cycle is created, users can then assign it to the relevant contractor via the contractor view screen
