Deferring shifts on invoices | Wolf Knowledge Base

Let's say you are about to send an invoice to a client but don't want to include all of the approved hours. For whatever the reason may be, say you're staffing a long term event with a client and have agreed to invoice them every 10 days of shifts, but have currently approved 11 days worth of hours approved and you need to take some shifts off of an invoice for a later charge. We know this is a frequent case for many of you, and for that reason we have a feature that will help you out! This feature will allow you to defer accounting charges such as shifts from the current invoice and re-add them to a future one.

"Skipping" a Shift

To start, from the dashboard you'll have to go to the Charge Client/Invoices section under accounting.

Here you will see all of your clients and the shifts still pending charge for each of them. These are all the shifts currently included in the invoice found under View invoice. You'll notice that each shift has two options, Un Approve and Skip. As the name implies, Un approve will do just that, unapprove the hours. This can be useful if the hours are not correct. But let's say all the information is correct, but for whatever reason you simply don't want to include a shift in the current invoice. This is where the Skip button comes in. Clicking Skip will remove that shift from the current invoice to be added at a later time.

But now you may be wondering, great that shift is gone! But how do I get it back? That's where this next section comes in.

Advancing Shifts

In order to re-add these shifts to the invoice, you'll need to go the the client's page. From there you'll be able to see all of the shifts for this client and the options to either Advance or Defer. Defer here is the same as the Skip button from the Charge Client/ Invoices page. The Advance button, on the other hand, will re-add the shift to the invoice.

And there you have it! The shift as been added to the invoice again. Now you are all set to make sure your invoices are perfect before sending them to your clients.

Happy staffing!