Invoice Types, Dates & Syncing

This article will include details on invoice creation, invoice dates, quickbooks syncing and due dates. 

One-Off Job Invoice & Recurring Per Visit Invoice

Recurring Fixed Invoice & CMB Invoice

RUP Invoice

Invoice Due Dates

One-Off Job & Recurring Visit Invoice 

  1. Invoice Created: When proposal/active job is initially saved
  2. Invoice Date: Defaults to the Work Start date
    1. Note: If "Default Invoice Date to Today' setting is on, the invoice date will match the job created date. 
  3. Synced to Quickbooks: When job/visit stage is changed to approved
    1. Note: If  ‘Auto-sync invoices and payments to QB?’ setting is on, invoice will sync when first payment is applied

Recurring Fixed Invoice & CMB Invoice

  1. Invoice Created: X days prior to invoice frequency, regardless of job/visit status
    Note:
    X days determined by invoice lead days setting (Account settings > Search Account settings > Type in Lead > Change the Invoice Lead Day)
  2. Invoice Date: Determined by ‘Invoice Frequency’ selection in job/CMB
  3. Synced to Quickbooks: Upon creation of invoice

RUP Invoice

  1. Invoice Created: Ad hoc from client page
  2. Invoice Date: Determined by the user upon creation
  3. Synced to Quickbooks: Upon creation of invoice

Invoice Due Dates 

The Due Date will calculate as the invoice date plus selected Terms.

For example, Net 30 means that if a job has an invoice date of April 1, the Due Date will be May 1.

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