Invoice Process

Invoicing process to help outline the current workflow

Task #1: Prework

Get access to the following portals

1. David Weekly Portal Log In (davidweekleyhomes.com)

2. Hyphen Solution SupplyPro: SupplyPro Login 23.0 (hyphensolutions.com)

3. Paymode Log in - Paymode-X

4. Quickbooks Online Intuit Accounts - Sign In

   
   

Task #2: Inputting invoices into Quickbooks

Task #3: Sending invoices from Quickbooks

Reconciling payments in Quickbooks

1. Forms of payments we currently receive.

   1. Paper check from Perry Homes and Centre Living

   2. Electronic payment through Paymode from David Weekley and K. Hovnanian

Reconciling backcharges into Quickbooks