Configuring Company for Invoicing

For each company you must enable and setup invoicing, you can check a companies readiness for invoicing from the Invoicing > Company Pre-Setup Checklist.

Assigning your bureau

Each company must have a bureau assigned. A bureau is assigned to a company within Company Maintenance.

• Navigate to Company > Company Maintenance for the company you wish to build invoice.
• In the top right you will find Bureau, select the correct bureau for this company:

• Complete this step for each client that you wish to enable invoicing

Create invoicing contact

Each company must have an invoicing contact set. The contact provided will be the recipient for invoices generated.

• Navigate to Company > Manage Contacts
• Choose to Add Contact and select a Contact Type of Invoice
• Complete your contact's information, fields in bold are mandatory
• Choose Save & Close once complete
• Repeat steps for each client that you wish to enable invoicing

Company Invoicing Wizard

Qtac provides a company invoicing wizard to walk through the information required for invoicing to take place. Navigate to Invoicing > Company Invoicing Wizard:

• Select the billing model that you wish to use for this company

• Provide the invoicing frequency for this company

• Select the price list that you wish to bill this client from
  

• You may have some regular invoicing items which you wish to apply each invoice (if you have ad-hoc invoice items, these can be added manually to each invoice build).

• Provide the final invoicing details required
• Payment Due Days - The payment terms that you wish to display on the invoice
• Invoice Method - The method that the client will use to pay your invoice, if payment on account, the bureau's invoice payment message will be displayed
• Accounting Reference- When producing an accounting export, this reference will be used to link the company within your accounting system
• Discount Amount- If you have a standing discount applied to the company, you can define this
• Invoice Date Generation- Select how you wish your invoice data to be generated:
• Generation Date- The date that the invoice is raised
• Last Day of Period- The last date of the period, for example, if the invoice is raised on 22/04/2024 the invoice date will be 30/04/2024
• Last Day of Period Except Within the Period- When the invoice is raised mid-period, the invoice date will be the final day of the month (i.e. 30/04/2024 if the invoice is raised on 08/05/2024)
• Invoice Start-The date that clients will be billed from, when configuring invoicing for an existing client, this date is important to ensure that Qtac does not accept to bill for payroll you've already billed externally to the product

  
  

• Finish the wizard, you are now ready to begin invoicing for this company

If you wish to update any settings in the future, you can visit Invoicing > Company Configuration

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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