Invoicing
1 article in Invoicing
Clients & Templates
Invoice fee components
Fee components are the building blocks of an invoice amount: what you bill for the person, what you bill for placing them, and anything else. Configuring them is how a commercial agreement becomes a…
Read article →Invoice templates
A template defines a client's billing rhythm and who looks after it: which days the invoice period runs between, who verifies and approves, and whether invoices appear on their own.
Read article →Invoicing clients
A client is who you bill. The record holds the commercial and contact detail that appears on their invoices, and it is the anchor for everything else — templates, fee components, picking rules and…
Read article →Picking and skipping rules
These two rules decide who appears on which client's invoice, and when. They are the quietest part of invoicing and the most common cause of a wrong bill, because a missing employee looks like…
Read article →Invoices
Creating and processing invoices
Producing an invoice means telling KAMI which client, which period, and which template — then letting it assemble the amounts from payroll and attendance. The work is in checking the result, not in…
Read article →Payments, deposits and transactions
Once an invoice is issued it becomes money owed. Transactions are how that money is tracked — what has been paid, what is held as a deposit, and what is still outstanding.
Read article →Reviewing, approving and issuing invoices
An invoice goes out to a client and becomes a demand for money. The review path — verify, approve, issue — is deliberately more than one step, and the recalculation warnings are there because the…
Read article →Settings
Currencies and FX rates
Employees are paid in one currency; a client may be billed in another. The FX rate that bridges them is set per month, deliberately — not taken live — so an invoice for a given period always uses the…
Read article →Invoice numbering
Invoice numbers are allocated by KAMI from a sequence you configure: a prefix, a running number, and zero-padding. In most jurisdictions the sequence itself is a compliance matter, not a formatting…
Read article →Invoicing user rights
Invoicing rights control who can see client commercials, who can raise and approve invoices, and who can change the client records those invoices are built from. Invoice data is commercially…
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