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How we create invoices, pay you and your contractors, and collect payments from your clients
- How to download invoices (to PDF)
- How to export candidate and client invoices
- How to download invoices to send to an umbrella company
- How to understand your aged debt report
How do download invoices (To PDF)
Watch the video below on how you can download invoices to your device.
This can be helpful to do when end clients have an overdue invoice that needs to paid, or the end client has sent the funds to you (Agency) when it should have been paid to Sonovate.
How to export client and candidate invoices
How to download invoices to send to an umbrella company
To download invoices to send to your umbrella company, follow these steps:
- Click ‘Invoices’ tab
- Search by candidate name, ltd company name or client name. Tip! If searching by client name add * (star) at end of search.
- Select invoices
- Export via PDF or CSV
- Send to umbrella company
How to understand your aged debt report
Each Friday, you receive an aged debt report by email, which provides weekly insight into the payment performance of your clients.
The aged debt report allows you to keep an eye on your business' financial position and understand problematic payers.
Image example
- Client A has four outstanding invoices totalling 28,008.00 GBP.
- 'Current' shows outstanding invoices within the agreed payment terms.
- Each of the other sections ('1 to 30 days' for e.g.) show outstanding invoice amounts per aged period.
