Send Invoices

In this article:

Send an Invoice

Batch Send Invoices

 

Send an Invoice

When to send an invoice from SingleOps

The Invoice document can be accessed and sent to the customer at any time throughout the Job workflow. The one notable exception is for Recurring Jobs with Fixed Invoices. However, since the Invoice will always be a reflection of the Job in its current state, it's best to send Invoices only when it is not expected that the billables of the Job will change. Sending Invoices that require subsequent corrections or additions may lead to confusion and erode confidence in your company.

  1. Invoices can be sent from several places within the app including the Invoices Page, any of the Job pages (Proposal, Active, Completed, or Approved), the My Day page, or even the client's profile page.
  2. On any of these pages, click the Message and/or Email button.
  3. On the Email page, select the Invoice Email template. This template will preload the email, including a link to the client's invoice through the Client Portal. The Sending Date & Sending Method will also preload for your records.
  4. Click Send to email the Invoice 

 

Batch Send Invoices

  1. Navigate to  Invoices
  2. Adjust Date Range
  3. Click the Filters button and make sure Open Invoice Status is checked, then click Done.
  4. Click the box to the far left of each individual Job you would like to send an Invoice to or click the top box to select all Jobs on this page.
  5. Click Bulk Actions
  6. From the dropdown select Batch Invoice
  7. On the Batch Invoice Email page, select the Invoice Email template. This template will preload the email, including a link to the client's invoice through the Client Portal. The Sending Date & Sending Method will also preload for your records.
  8. Click Send

*Note: Follow these same steps to send an Invoice Overdue Reminder email. Update the date range or set up Invoice Automations to do this for you. 

 

 
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