Monthly Batch Invoicing
Anita Hodzic
20 steps
2 minutes
Missiveapp
Quickbooks
Doubleclick
Maidcentral
1
In Maid Central, Click Company> "Batch Invoicing"
2
Locate and click on the client that needs monthly invoicing
3
Check only cleanings from previous month (job date)
4
Click "Create Invoice"
5
Click the "Invoice Date" and change to current date.
6
Click "Confirm"
7
Switch to tab "QuickBooks"
8
Search for customer name
9
Click "Customer name"
10
Check any old unpaid invoices and send reminder for payment
11
Click "Batch actions"
12
Click "Send reminder"
13
Click "Send"
14
Click "Edit" customer to obtain customer's email address
15
Click "Edit"
16
Copy email address
17
Go back to Invoice list and locate the newly created invoices. Click "Edit"
18
Click the "Enter customer email" field and PASTE the email address
19
Click "Review and send"
20
Click "Send invoice"
Monthly Batch Invoicing
Anita Hodzic
20 steps
2 minutes
Missiveapp
Quickbooks
Doubleclick
Maidcentral
1
In Maid Central, Click Company> "Batch Invoicing"
2
Locate and click on the client that needs monthly invoicing
3
Check only cleanings from previous month (job date)
4
Click "Create Invoice"
5
Click the "Invoice Date" and change to current date.
6
Click "Confirm"
7
Switch to tab "QuickBooks"
8
Search for customer name
9
Click "Customer name"
10
Check any old unpaid invoices and send reminder for payment
11
Click "Batch actions"
12
Click "Send reminder"
13
Click "Send"
14
Click "Edit" customer to obtain customer's email address
15
Click "Edit"
16
Copy email address
17
Go back to Invoice list and locate the newly created invoices. Click "Edit"
18
Click the "Enter customer email" field and PASTE the email address
19
Click "Review and send"
20
Click "Send invoice"
