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How to create an invoice for a contractor?
How to create an invoice for a contractor?
Updated over 10 months ago

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

  1. Click on "Payments" on the navigation menu, on the contractor's profile

  2. Click on the "Open Invoice" button, and select "Submit Work"

  3. Enter the number of hours/days/weeks, select the date and add a description if needed.

  4. 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

  1. Click on "Payments" on the navigation menu, on the contractor's profile

  2. 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.

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