How to use Invoice from a Placement

Configure the Placement's billing tab, spawn an invoice for a period.

1. Open the Placement's Billing tab. Set the bill-to organisation, pick the pay code (or leave blank to let the resolver match by Job × Site), set the state code and WIC code (drive payroll tax and workcover respectively), set the PON and billing cadence. Save.

   📷Screenshot: Placement record — Billing tab with bill-to, pay code, state, WIC invoice-from-placement_step1.png

2. Import + approve time entries. See Time entries — CSV import, dry-run, commit, bulk approve.
3. Click Spawn invoice for period on the Placement record. The modal defaults the period to the last cadence window (last Mon-Sun for weekly, last fortnight for fortnightly, etc.) and shows how many approved unbilled entries fall in that window. If there are none, you get a friendly notice instead of an error.

   📷Screenshot: Spawn invoice for period — modal with cadence-default window invoice-from-placement_step2.png

4. Review the draft. One line per (pay code item × rate context) group. NORMAL hours collapse to one line even if they spanned multiple days at the same rates; a mid-week supersede or on-cost rate change splits NORMAL into two lines automatically. Each line is labour-hire with the full cost chain snapshotted in.

   📷Screenshot: Draft invoice — one labour-hire line per (pay code item, rates) group invoice-from-placement_step3.png

5. Issue + post to GL. Same green button as the order flow; same journal shape: DR 1100 Accounts Receivable / CR 4000 Sales Revenue / CR 2100 GST Payable. The time entries that fed the invoice are flipped to Billed inside the same transaction — they can't be billed twice. The journal references the invoice; the invoice references the placement.

   📷Screenshot: Posted journal for the placement invoice invoice-from-placement_step4.png

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