Self Billing Credit Notes

Look out for the new Credit Notes menu option within the self-billing module, as it is the latest addition to Timesheet Portal’s functionality. As the title implies, we made it possible to create self-billing credit notes for easier payroll management. As always, we relentlessly work out new ways of speeding up your processes and smoothening your workflows, therefore expanding the list of features and level of convenience our software delivers. 

This update is exciting for users who rely on our integrations with accounting packages. Self-billing credit notes aren’t exclusive to Timesheet Portal so that they can be exported into Sage, Xero, and Quickbooks. However, remember that you must download the latest version of our Sage Connector for Sage. You can find a link to it in our help guide or on Sage’s official website.

Creation of Self Billing Credit Notes

You can create manual credit notes from within the designated section or open up a self-billing invoice and click on Actions->Create credit note. The latter will generate a new credit note matching the value of the invoice. When using this feature, please be aware that it will break the link between the self-billing invoice and the associated timesheet. In other words, the invoice will re-appear in your list of self-billing invoices next time you produce automatic invoices. This allows you to amend the timesheet to re-produce the invoice with self-billing. 

You can also assign a dedicated credit note invoice template to be used for self-billing credit notes. To change the invoice template, go to Settings->Self Billing.

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.