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 the 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.
- 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.