Creating and Managing Invoices

Building Invoices

Once payroll is complete for a company, an invoice can be raised. For Payroll Specialist customers, invoices can be raised globally for multiple companies, see building globally.

• Navigate to Invoicing > Build Invoice
• Select the company to invoice and chose Create Invoice
• The software will automatically populate a payroll processing service line item, with the quantity of employees processed for the period. The rate will be defined by the price list assigned.
• Items can be added or removed, ad-hoc for this invoice
• Select 'Save Invoice' once happy with the billable items

• Built invoices will be saved as a 'building' state, allowing the invoice to be edited and adjusted. Once all invoices have been confirmed as accurate, select 'Finalise Invoices', preparing them to be distributed to the customer

Approving and sending invoices

Once an invoice has been built and finalised, it will appear in the Invoice Dashboard (Invoicing > Invoicing Dashboard).

Where an invoice approval process is in place, the invoice will remain in a generated state until the invoice is approved. The individual approving can view the invoice and then choose whether to approve. If the invoice is deemed incorrect, it can be cancelled and re-generated using the build invoice process.

Once approved, the invoice can be sent using the 'Send' button and choosing to print, export or email the invoice.

Managing invoices

Qtac's invoice dashboard (Invoicing > Invoice Dashboard), provides a management overview of invoicing. Invoices can be filtered by their current status, or searched using the search function.

Invoices that have been sent can be marked as paid, re-sent or credited as required and historical invoices can be viewed and exported.

A little bit about us...

Qtac, a recognised payroll solutions provider in the UK, has been serving businesses for 30 years. Specializing in both payroll software and outsourced payroll services, Qtac caters to small businesses, large corporations, and payroll bureaux. Our software, recognised by HMRC, streamlines the payroll process, featuring RTI submissions, workplace pensions management, and a cloud-based portal for payslips and employee self-service. This software is supported by top-tier customer assistance, ensuring a smooth payroll experience.

Additionally, Qtac offers tailored ‘white-labelled’ outsourcing services. These services are particularly attractive to accountancy firms, as they save time, reduce stress, and mitigate payroll-related risks. By outsourcing to Qtac, companies can be confident in the knowledge that their payroll needs are being expertly managed.

Qtac's solutions are not just about functionality; they are about building long-lasting relationships with clients, offering them a combination of technology and expertise. Their commitment to adapting to client needs and providing reliable, efficient services has established Qtac as a trusted name in the payroll solutions sector in the UK. In essence, Qtac simplifies and enhances the payroll process for a diverse range of clients, ensuring compliance, efficiency, and customer satisfaction. 

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