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Loan invoice template for Engineering

welcome to our loan and borrowing invoice overview today we're going to learn how to loan and borrow and look at the invoices so on the screen you can see that we have the borrowing company and loaning company today we're going to look at the loan borrowing company first on the left every friday there's an invoice compound meaning that every friday this system will automatically update the invoice into the account so we can see it by looking at the manage borrow billings tab and here's the invoice that we can click on and view and review so we can see that the static our status is work done under that billing invoice we can see all the employees so we're going to click that dashboard and look up borrowed employees and the data shown here is at a weekly format so you can see that there's five weeks in here and you can see all of those borrowed employees right there then we can also see the status of the billing data so under billion invoices you can see for that week on the hours the worker the hourly shift rate and then we can see the status of the billing data so right here we can see that there's no rendered hours but as a borrowing company if i want to see any modifications i can actually request those modifications here and so i want to say you know please modify the rendered hours on this week to eight hours each and now let's look at the for the loaning company's view so i can see the loan in the manage loans tab and then i can view on this client invoice i want to see the summary of the employee of the borrowing company requested that these hours be modified so then it will pull up a calendar for this specific employee i can click on each day and i can modify those hours so that it reflects the request from the other company and i just want to make sure that i get all of the correct dates and the correct times so you can type yes or type eight and then there's one more date and update that so now we have modified all of the data and we can type a note right here just to tell them that we have resolved the issue and made those modifications so now these modifications are resolved and let's look back at it through the borrowing company's view so i can look at the manage borrow billings and then click view and i can see that the data status change and we can look at the summary so once i click on the summary i can review the data and i see that it is correct there's a note everything was changed and so then i can improve this billing so i'll just click that approve billing and so this data will be listed on the admin site and this is where the admin comes in to actually approve all the data and now that it's passed on so i'm going to log out and then log into the admin account again i'm just going to use that email and password to get on as an admin and now i can see under the financials right here i have the borrower's invoice and a loaner's invoice and i want to see the invoices that i need to review so this is a place where you can see all your weekly data and then the amounts that should be paid so right now there's a payment between the company and the connex admin so the borrower i'm going to look through all the data to make sure that the billing is correct that the total is correct and then i can decide whether i want to do a full payment or a partial payment so right here i can either click full or partial and then type in the amount and then i can hit submit and print print this for my records if i want or to send out but i'm not going to today or this is what it looks like if you do full payment it'll just automatically put the total cost in that line and then again you can print or not so then once that is submitted and the payment is received the borrowing company has then paid the con x admin so another one that we can look at here so there it is um another one to the borrowing company has paid the remaining balance uh let's look at the loaners invoice and see this invoice right here so under loaners again you can press full payment or partial payment you want to make sure all your information is correct when you are ready you can press a submit and then you can print that for your record and then what happens here is that then the con-x admin will pay the rental fee to the loaners company and the connex admin will act sort of as the middleman on the payment process and so for example we can submit this and then see the other invoices here so we have that billion invoice right there and now the admin has paid the loaners and this is the flow of how the invoices work with the borrowing and loaning and as i reviewed what happened in this company i can see that we finalize the invoice data and then once it is finalized so i'm going to review it once it's finalized it will be sent and the connex admin and the borrowing company will have a process payment and once they receive the payment it will then it will now input the data into the borrowing invoice and then the con-x admin will now pay the loaner company so thank you for learning about the borrowing and loaners invoices today