Creating the Client Invoice Document (Snapshotting Data)

To issue a formal claim, you must "freeze" the data. In UniPhi, this is done by creating an Invoice Document. This creates a permanent snapshot of the records, ensuring that future changes to timesheets do not retroactively alter this specific claim .

Why Snapshotting is Critical

Timesheets change. Users might correct a mistake from two months ago, or a rate might be updated retrospectively. By creating a document, UniPhi copies the specific timesheet records and rates used at this moment into a separate table . This allows for accurate reconciliation later—if the "Previously Claimed" amount changes in the future, the system can tell you exactly why (e.g., "Jane added 4 hours to last month").

Steps to Snapshot

1. In the Invoice screen where you reviewed the values, click Create Document (or use the Documents module).

2. Select your Client Invoice Template.

3. Set the Invoice Date to match your claim period.

4. Follow the wizard to generate the document.

5. Once created, the claim is "snapshot" and the values for this period are locked for reporting purposes.