Create Invoice -
When creating invoices by clicking a button in Maid Central, this video will walk you through the workflow you will want to follow each day to ensure your data is correct in advance.
Once your QBO Integration is connected correctly, follow along with the video below that highlights the following workflow.
1. Check your Employee Schedule. This is required to ensure that each cleaning technician punched in and out for the day.
2. Check your Team Monitor. This is required to ensure that each of the jobs on the schedule for that day are in Completed status.
3. Review your Invoicing & Job Records report. You want to do a cursory check over the time punches, bill rates, and the payroll for each technician making sure the information looks accurate.
4. Create Invoices. This step tells QBO to create the invoice, QBO checks with your merchant account provide (Stripe or Authorize.Net) to verify the funds to cover the customer’s bill rate are available on their credit card. Stripe or Authorize.Net will then indicate if the payment is approved and the invoice in QBO will get marked as paid.
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