On the Guardhouse mobile app, navigate to My Profile and select "Timesheets - Invoices":
You will be able to view pay periods that have approved timesheets ready for invoice generation:
All approved timesheets within the pay period will show in the invoice preview. This will also pull the details of who the invoice is from, who it is to (from customer invoice profile information) and also your bank details. Once it has been reviewed, click "Generate Invoice":
Once you complete the Tax and National Insurance disclaimer, you can generate the Invoice:
You can choose to generate the PDF and share it immediately or click cancel to store it on your profile to be viewed and shared later:
Once you have generated your invoice, click "Share" to email it to the contact who receives self-employed staff invoices:
Invoices that you have generated can be viewed and shared at any point by navigating to the "Invoices" section of the feature:
You can see what pay periods you have already generated invoices for by viewing the Tick icon. If there is a Tick, the invoice has been generated:
