Submitting work for a contractor on Thera is a straightforward process. The steps vary depending on the type of contract you have: Fixed, Pay As You Go, or Milestone
Pay As You Go
Click on "Contracts" on the navigation menu, on the contractor's profile
Click on the "Open Invoice" button, and select "Submit Work for Contractor"
Enter the number of hours/days/weeks, select the date and add a description if needed.
Click "Submit", and the Invoice can be reviewed and paid. Invoices can also be paid individually by clicking on the Review and Pay buttons on the same page.
While creating a contract, admins have the ability to set the permission on who can submit work. Toggle between the options, if you look to limit the ability of submitting work.
Fixed Rate
Invoices are automatically generated based on the contract details and are auto-approved. Admins don't have to review nor approve the generated invoices.
However, additional payment items like expenses or overtime can be created.
Alternatively, One-off invoices can be created to pay the contractor out of the cycle.
Milestone
Click on "Payments" on the navigation menu, on the contractor's profile
Mark a milestone as completed. This will generate an Invoice and will be available for approval. To create a new milestone, click "Add Milestone"
Creating Payment Items
Payment Items like Expenses, Bonuses, Overtime, and Commissions can be created for any type of contract. These items will be tied to Invoice Cycles for Fixed and Pay As You Go Contracts.
Step 1: Click on "Open Invoice" and select "Add Payment Items"
Step 2: Select the type of item, enter the amount, date and description. You can also make this a recurring item. Items will be automatically generated for approval for this contractor every cycle.
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Deleting Invoices
You can delete work submissions or items from the section here. Click the ๏ธ and click delete.
While deleting recurring items, you can choose to delete it once for current cycle or for all future cycles.
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