Creating and sending the self-billing invoices to self-employed staff

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:52 PM by Alex C

Ensure you have run a payroll batch as detailed in Running payroll/payrun
Go to Payroll > Payroll batches
Mark the shift as paid by clicking here
Press OK
You must not ensure the following is added to the 'Shift marked as paid' email template
- [[invoice_links]] will produce a link for staff to download the invoice in their email
  - You can update the main email template in Message Center > Manage email templates > Auto tab > Shifts marked as paid > Edit
- The text below the tag informs the staff this invoice can also be downloaded from their staffarea under My Jobs > Paid Jobs. The link can be located here under the 'Processed on' column:
Only staff that are self-employed in the payroll batch will be able to view and download the invoice