Generating PDF documents

With OnSinch you can generate PDF documents directly from the system. Not only invoices and billing documents, but also accreditations or timesheets.

Go to Settings Documents settings to edit your PDF docs templates.

Invoices & financial documents 📃💲

  • Price quote document can be generated from order and sent to the customer as a pre-calculation and service offer. You can generate this on order or job level.
  • Proforma invoice can be generated from open order.
  • Final invoice can be issued from the order once all the shifts in the order are closed by admin.
  • Credit note can be issued from order which was finished with final invoice.
  • Billing document containes detailed service calculation your provided to your client. There are various template options for this document depending how detailed you want it to be.
    • This document can be sent automatically with the invoice from the system. Thic can be set in Settings →  Agency settings Invoice management section.

Attendance & staff documents 📃👤

  • Attendance overveiw contains final confirmed attendance of all staff members before or/and after the shift is closed. It can be generated with or without prices. You can generate this on order or job level.
    • This document can be sent automatically with the invoice from the system. Thic can be set in Settings →  Agency settings Invoice management section.
  • Staff timesheet & Client timesheet - these documents can be generated before and after shifts and includes planned work times. You can generate this on order, job or shift level.
  • Accreditation - you can generate accreditation for all staff members from one shift, job or whole order. Pick what fields from Personal attributes you want to have in the document. You can generate this on order, job or shift level.
  • Composite card - PDF with custom-branded staff member profile presentation, useful mainly for hostessing, castings and event industry when there is a need to present staff to your clients.

💡Note: Address in the documents is the invoice address from the particular order.