The basics of
Invoicing
Let's get started!
Invoicing is an essential part of TCWGlobal's business operations!
During this micro-course, you'll learn the basics of invoicing, how it's performed and important tips towards the process.
Standard Invoicing: TempWorks
TempWorks is the standard system used to send invoicing out to clients via email based off their preference of set-up. Their Master Service Agreement (MSA) will determine the specifics of how the client would like their invoicing which is then reflected within their TempWorks Customer profile.
Next
Click each section to learn more!
SOP: US - Customer TempWorks Invoice Setup
Setting Up Invoices at a Sub-DepartmentLevel
Setting Up Order Level Invoice Recipients
Use this side of the card to provide more information about a topic. Focus on a concept. Make learning and communication more efficient.
Sometimes, clients require that invoice preferences be set at a department level. This is generally because of differences for invoice recipients or preferences at the department level. It may also be the case where invoices are set at the primary level for all invoices, except for those tied to 1 or 2 departments.
Clients may require that invoices be routed to different people for some/all workers. For example, if invoices should be routed to the hiring manager/timecard approver for the worker, and then from there, the hiring manager would forward it along to the appropriate accounts payable contact.
Reading method that involves highlighting, summarizing, and asking questions to improve understanding and retention.
Further TempWorks Customizations
Clients may want to customize their invoice more specifically in which we have more options! Swipe the cards to the right to see the different customizations we offer.
Next
SOP: US - Customer TempWorks Invoice Setup
Invoice History in TempWorks
A list of invoices can be found under each Customer's profile within TempWorks. Double clicking any invoice will open further details.
Click on the box below to learn more.
Search for invoices by using dates, due dates, invoice numbers and more. You can also narrow it down by only viewing pending or overdue invoices.
Next
Various Invoice Actions
Exporting Invoices
A single invoice can be exported from the Customer's profile most commonly within PDF format.
Multiple invoices can be exported within Pay/Bill for the current pay period.
Reports within TempWorks can pull multiple historical invoices as well.
SOP: US - Exporting Pending Invoices in Bulk
Resending Invoices
A single invoice can be exported from the Customer's profile most commonly within PDF format:
- Invoice corrected
- Client did not originally receive them
- New AP contact needs invoices
Next
SOP: US - Resending Invoices in TempWorks
Manual Invoicing
In rare circumstances, Clients may require invoices to be submitted to them manually outside of TempWorks. This must be included within their agreement with TCWGlobal.
Manual invoicing may take place in a third-party system or require adjustments that are then sent via email.
Our Global Account Management and Payroll teams work together to ensure that the manual process runs smoothly.
Click on each icon to the right to see a few different ways we send manual invoices.
Next
Let's quiz you on the basics!
You have reached the end of the micro-course!
Return back to the training page to continue your learning.
Billing Schedule
Typically, invoices are processed on a weekly basis. There are rare exceptions that clients are invoiced monthly and must always receive prior-approval. When processed, invoices are sent out every Thursday! SOP: US - Payroll and Invoicing Times Overview
Creating Separate Invoices
Invoices can be customized to be split based off the client's preferences. This can be helpful for clients who prefer to see the bill amount grouped together based on department or even worksite. If no preference is chosen, all workers will be on one invoice.
Invoicing
These fields indicate how the invoice will look and whether they'll be emailed or printed. Invoices will always be billed in USD regardless of country. Our email of "sentinvoices@tcwglobal.com" will be CC'ed on all sent invoices for record purposes and visibility. Client contacts can also be added here!
Invoice Recipients
Any client contact listed here will receive the invoices in PDF format. Recipients can also receive 1 email per invoice, if desired. There is an option to receive an Excel reports of the invoice information.
Invoice Line Items
Within the invoice, there can be additional lines added to transactions listed on the PDF version of invoices. Details like Cost Centers, POs and more can be included.
Great work!
TempWorks is our standard system for invoicing.
Not quite. TempWorks is our standard system for invoicing. Remember, payroll is also processed in this system and invoicing comes after!
Great work!
Thursday is pay day and invoice day.
Not quite. Thursdays are the key day for invoicing as well as pay day!
Great work!
Global Account Management and Payroll work closely together.
Not quite. Our Global Account Management and Payroll teams must work together for client communication!
Invoicing Basics Micro-Course
TCW Training
Created on October 27, 2025
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Transcript
The basics of
Invoicing
Let's get started!
Invoicing is an essential part of TCWGlobal's business operations!
During this micro-course, you'll learn the basics of invoicing, how it's performed and important tips towards the process.
Standard Invoicing: TempWorks
TempWorks is the standard system used to send invoicing out to clients via email based off their preference of set-up. Their Master Service Agreement (MSA) will determine the specifics of how the client would like their invoicing which is then reflected within their TempWorks Customer profile.
Next
Click each section to learn more!
SOP: US - Customer TempWorks Invoice Setup
Setting Up Invoices at a Sub-DepartmentLevel
Setting Up Order Level Invoice Recipients
Use this side of the card to provide more information about a topic. Focus on a concept. Make learning and communication more efficient.
Sometimes, clients require that invoice preferences be set at a department level. This is generally because of differences for invoice recipients or preferences at the department level. It may also be the case where invoices are set at the primary level for all invoices, except for those tied to 1 or 2 departments.
Clients may require that invoices be routed to different people for some/all workers. For example, if invoices should be routed to the hiring manager/timecard approver for the worker, and then from there, the hiring manager would forward it along to the appropriate accounts payable contact.
Reading method that involves highlighting, summarizing, and asking questions to improve understanding and retention.
Further TempWorks Customizations
Clients may want to customize their invoice more specifically in which we have more options! Swipe the cards to the right to see the different customizations we offer.
Next
SOP: US - Customer TempWorks Invoice Setup
Invoice History in TempWorks
A list of invoices can be found under each Customer's profile within TempWorks. Double clicking any invoice will open further details.
Click on the box below to learn more.
Search for invoices by using dates, due dates, invoice numbers and more. You can also narrow it down by only viewing pending or overdue invoices.
Next
Various Invoice Actions
Exporting Invoices
A single invoice can be exported from the Customer's profile most commonly within PDF format.
Multiple invoices can be exported within Pay/Bill for the current pay period.
Reports within TempWorks can pull multiple historical invoices as well.
SOP: US - Exporting Pending Invoices in Bulk
Resending Invoices
A single invoice can be exported from the Customer's profile most commonly within PDF format:
Next
SOP: US - Resending Invoices in TempWorks
Manual Invoicing
In rare circumstances, Clients may require invoices to be submitted to them manually outside of TempWorks. This must be included within their agreement with TCWGlobal.
Manual invoicing may take place in a third-party system or require adjustments that are then sent via email.
Our Global Account Management and Payroll teams work together to ensure that the manual process runs smoothly.
Click on each icon to the right to see a few different ways we send manual invoices.
Next
Let's quiz you on the basics!
You have reached the end of the micro-course!
Return back to the training page to continue your learning.
Billing Schedule
Typically, invoices are processed on a weekly basis. There are rare exceptions that clients are invoiced monthly and must always receive prior-approval. When processed, invoices are sent out every Thursday! SOP: US - Payroll and Invoicing Times Overview
Creating Separate Invoices
Invoices can be customized to be split based off the client's preferences. This can be helpful for clients who prefer to see the bill amount grouped together based on department or even worksite. If no preference is chosen, all workers will be on one invoice.
Invoicing
These fields indicate how the invoice will look and whether they'll be emailed or printed. Invoices will always be billed in USD regardless of country. Our email of "sentinvoices@tcwglobal.com" will be CC'ed on all sent invoices for record purposes and visibility. Client contacts can also be added here!
Invoice Recipients
Any client contact listed here will receive the invoices in PDF format. Recipients can also receive 1 email per invoice, if desired. There is an option to receive an Excel reports of the invoice information.
Invoice Line Items
Within the invoice, there can be additional lines added to transactions listed on the PDF version of invoices. Details like Cost Centers, POs and more can be included.
Great work!
TempWorks is our standard system for invoicing.
Not quite. TempWorks is our standard system for invoicing. Remember, payroll is also processed in this system and invoicing comes after!
Great work!
Thursday is pay day and invoice day.
Not quite. Thursdays are the key day for invoicing as well as pay day!
Great work!
Global Account Management and Payroll work closely together.
Not quite. Our Global Account Management and Payroll teams must work together for client communication!