Get paid

Invoicing happens in the project's Hours & pay tab, from the first draft until you confirm the money landed in your account.

Step by step

1. Open the project's Hours & pay tab. If you also approve hours or settle invoices on this project, make sure My hours is selected. Approved days that aren't on an invoice yet are under Ready to invoice. Further down, Logged & invoiced days holds the rest: anything still in review, days on a draft, and what you've already billed.

2. Every day under Ready to invoice starts out ticked. Untick the ones you'd rather bill later and tap Generate invoice. The button shows how many days you picked and the total amount. Their pay, per diems and expenses end up on one invoice. If a deal memo with ZZP terms is still waiting for your signature, sign it from your Inbox first. The invoice won't generate until you do.

3. The invoice opens as a draft. Go through it and fix any expense with Edit expenses. If you keep your own numbering, set your invoice number now. It can't be changed after you submit. With connected bookkeeping you skip this, because the package numbers the invoice.

   When the invoice lacks details the law requires, the draft lists them. Yours go in your profile (Complete your profile takes you there). The production company's details are for the producer to fill in. Discard draft cancels the draft and puts its days back under Ready to invoice. It stays in your invoice list as Invoice cancelled. When it's all correct, tap Submit invoice.

4. It shows Awaiting approval while the producer (and any finance approver on the project) reviews it. At Invoice approved it's due 30 days after the day you submitted it. Once the production has paid, the producer (or whoever handles payments) taps Mark as paid and your invoice reads Paid, confirm receipt. Check your bank account and tap I received it to move it to Invoice paid. If the money arrived before the producer marked it, tap Already paid outside the app? and confirm there.

   If the producer wants something changed, the invoice comes back to you as Invoice changes requested. Fix it and submit it again (see Corrections and resubmitting).

All your invoices for the project are listed under the Invoices heading in My hours. One that needs something from you also shows up in your Inbox.

With Moneybird or e-Boekhouden

If you've connected your bookkeeping, open the invoice once it's approved and tap Book in Moneybird or Create in e-Boekhouden. The invoice is then created in your bookkeeping. Once the payment is recorded there, CrewShift picks it up by itself, so you won't see I received it. KOR and reverse-charge invoices can't be booked this way in either package. Tap Download PDF and book the invoice in your package yourself (see VAT and allowances). CrewShift can't see the payment on an invoice you booked by hand, so you confirm it yourself. Once the money is in, tap I received it (Confirming you were paid). You can also attach the invoice you made.