It is very easy to create an invoice on Thera. There are three contract types available on Thera, and the invoice processes slightly vary for each.
Pay As You Go Contracts
For Pay As You Go contracts, invoices are submitted manually based on the hours or tasks completed.
Go to the Invoice page (Payroll > Invoice).
Click on Open Invoice.
In the submit invoice form, fill in the number of hours worked, the date, and a description if needed.
Once submitted, you can view the status of your invoice directly below the work submission form. This section provides an overview of the approval status of all submitted invoices.
💡 If you are submitting an invoice for a past date or cycle, select a date within that past cycle. The cycle displayed below will automatically update to reflect the correct period.
After submission, your invoice will be sent to your employer for review. They will either approve or deny it. To ensure a smooth payment process, make sure you and your employer have agreed on the specifics in advance, including the payment timeline, frequency, and rate.
Fixed Rate Contracts
Invoices are auto-generated and auto-approved at the start of every month, so manual entry of work is not required by the Contractor or Admin. However, any additional items like expenses and overtime can be added by clicking on 'Add Item'.
You'll be able to view the auto-approved Invoice for the current cycle here
For Milestone Contracts
When a milestone is marked as complete, an invoice is generated. Your Team admin will then be able to review and approve it.
To add a milestone, click on Add Milestone and define the milestone details.