Invoice Creation and Quickbooks Syncing

Introduction

This article will include details on how and when the invoice generation occurs for individual job types,  and their relationship with Quickbooks.  

 

Recurring- Per Visit

a. Invoice Created:

  • When proposal/active job is initially saved

b. Invoice Date:

  • Defaults to the Work Start date of each visit

c. Synced to Quickbooks :

  • When visit status is changed to approved
  • When first payment is applied to invoice. If  ‘Auto-sync invoices and payments to QB?’ setting is on.

 

One-Off

a. Invoice Created:

  • When proposal/active job is initially saved

b. Invoice Date:

  • Defaults to the Work Start date

c. Synced to Quickbooks:

  • When job status is changed to approved
  • When first payment is applied to invoice. If  ‘Auto-sync invoices and payments to QB?’ setting is on.

 

Recurring- Fixed Payment

a. Invoice Created:

  • X days prior to invoice frequency, regardless of job/visit status
    • X days determined by invoice lead days setting

*Note: This number can be changed by going to:

Account settings > Search Account settings > Type in Lead > Change the Invoice Lead Day

b. Invoice Date:

  • Determined by ‘Invoice Frequency’ selection in job

c. Synced to Quickbooks:

  • Upon creation of invoice

 

CMB

a. Invoice Created:

  • X days prior to invoice frequency, regardless of job/visit status
    • X days determined by invoice lead days setting

*Note: This number can be changed by going to:

Account settings > Search Account settings > Type in Lead > Change the Invoice Lead Day

b. Invoice Date:

  • Determined by ‘Invoice Frequency’ selection in CMB

c. Synced to Quickbooks:

  • Upon creation of invoice

 

RUP

a. Invoice Created:

  • Ad hoc from client page

b. Invoice Date:

  • Determined by the user upon creation

c. Synced to Quickbooks:

  • Upon creation of invoice

 

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.