How do I submit invoices with flat rates?

For submitting invoices with a fixed daily or flat rate instead of an hourly rate, the way forward would be changing this information on the invoice itself after it is created. Here below are the steps to accomplish this:

00:00: This guide will walk you through the process of submitting invoices with flat rates in the Pinkerton GAM platform. From adding time entries to selecting billing rates, follow these comprehensive instructions to streamline your invoicing process. 00:14: On your main Dashboard, click "View All" 00:17: Open the USR 00:20: Navigate to Time Entries. 00:23: Initiate the process to add time. 00:26: Add shift details then click "SAVE" 00:29: Navigate to the Finance & Accounting section. 00:32: Initiate the creation of an invoice. 00:35: Enter Start and End dates 00:38: Enter invoice date 00:41: Select "No" for "Is T-sheets based?" 00:44: Click "Create" 00:47: Select a currency 00:50: Enter the invoice amount. 00:53: Enter invoice number 00:56: Attach your invoice file 00:59: Save your progress. 01:02: Click "UPDATE" to load the previously entered data. 01:06: Check the tick box to select the time entry 01:09: Click "Edit" 01:12: Select the flat rate option. 01:15: Enter your billed rate 01:18: Save the changes and wait for the page to reload. 01:22: Submit the invoice. 01:25: From creating time entries to selecting flat rates and submitting invoices, this guide provides comprehensive steps for efficient invoice submission with flat rates in the Pinkerton GAM platform. Master the process and streamline your invoicing tasks effortlessly. 

1. From your Dashboard, click ‘VIEW ALL’ right next to the graph to open a list of all Service Requests assigned to your company;
   
   
2. Find the Service Request you are trying to create an invoice for and open it;
   
   
3. Once open, navigate to the ‘TIME ENTRIES’ tab;
   
   
4. From there, create the time entries for each day you have worked and wish to invoice for. At this point, it is important to have accurate clock in/out times inputted;
   
   
5. If you had any billable expenses on this assignment, navigate to the ‘EXPENSES’ tab and input the expenses the same way you did with the time entries;
   
   
6. After all data (time and expenses) are entered in the platform, navigate to the ‘FINANCE & ACCOUNTING’ tab and click ‘CREATE INVOICE’;
   
   
7. The start and end dates is the range which the system will use to find and pull the information into the invoice. It is important that this range covers all dates from the previously entered data;
   
   
8. Once the invoice is created, select a currency from the dropdown list, SAVE the invoice, then click ‘UPDATE’. After clicking update, the previously entered data will be pulled into the invoice;
   
   
9. At this point, the system defaults to hourly rates. For changing the billed rate to a daily or flat rate, you will need to select all time entries by clicking the tick box on the left side. Once all entries are selected, click the ‘EDIT’ button on the right side.
   
   
   
   
10. A pop up will appear. On this pop up, change the 'Type' to daily or flat as needed, input your daily or flat rate and click ‘SAVE’.
    
    
    
    

After clicking ‘Save’ on this pop up, the system will then start loading the invoice for making the changes. You will notice that the ‘Type’ column of the time entries will be changed to daily or flat, and the system will have recalculated the amounts. 

For further information on the manual invoicing process on the platform, please feel free to visit our Help Center articles. There is useful information there which you may find helpful:

• Step 1 - How to Add Time Entries
• Step 2 - How to Add Expenses
• Step 3 - How to Submit the Invoice