Hey SynkedUP Crew!
This article details how to invoice for a specific date period. This is written and explained in the context that you provide ongoing services to your customer and now you want to invoice them for last month's services. But you don't want any of the services that happened in the current month to be included in this invoice.
Here's a video detailing how:
Step by Step:
Step 1:
Go to the Invoicing page and select a beginning date and an ending date for the date range you want to bill for. Click the green refresh icon to the right of the dates.
This will filter all the jobs in the left sidebar to only show jobs that had activity in the date range you defined.
Step 2:
Select a job you want to invoice in the left sidebar. This will load the job and show you all the visits that have occurred in this job.
Note: The date range filter will not filter these visits, this screen will still show all visits. You can select which visits to bill for in the next step.
Step 3:
Now click on the Invoicing tab.
Step 4:
And click on Create New Invoice.
Step 5:
In the popup, select the workarea(s)/task(s) you are billing for.
Step 6:
This step is where you define what you will include in this invoice -
click on Select items & labor by Visit.
Step 7:
This generates a popup where you select the visits you want to bill for. If you are trying to bill for all last month's work, for example, select all visits that happened last month.
This will automatically apply only items and services that occurred on those visits to this invoice. That way you can quickly invoice only for the date range you want.
Step 8:
Now you can finish filling out the rest of the invoice details, like due date, payment preferences, etc.
And that's it!
Let me know if you have any questions! Happy to help wherever we can. Just shoot us a message in the chatbox!
✌
-Weston