Batch invoicing allows you to complete the clean for multiple jobs over a period of time and put them on one invoice after the house/business was cleaned.
PLEASE NOTE -- Customers jobs will only show on the Batch Invoice Report once the I&J report for that day is submitted at least once. You have to process invoices at least one time on the Invoicing & Jobs page for the invoice to show up under Batch Invoice. On the Invoicing and Jobs page leave the Invoice checkbox unchecked, click Submit then load the Batch Invoice report.
PLEASE NOTE -- If a customer is set up with the Batch Invoice Billing Terms and ALSO has a Recurring Tip set up, you will have to manually add the Tips as Additional Pay for each date/job that was part of that Batch of Invoices.
You can set that customer up with batch invoicing. From the customer's account click the edit pencil in the orange box.
Now from the Billing Terms drop down box select Batch Invoice. Once selected click Save Customer.
Daily when you Create Invoices from the Invoicing & Job Records report, customer set to Batch Invoice, their invoices will be created and accumulate under their Batch Invoice section in Maid Central. PLEASE NOTE -- Each day that you are clicking the blue creating invoices button from the Invoicing & Job Records report, the check box next to the Batch Invoice will not be checked and needs to be remained unchecked.
When customer's who are set up with the billing term Batch Invoice are ready to be invoiced go to Company Invoicing & Payroll Batch Invoicing. Select the customers name to select the jobs to batch invoice for them. Click Create Invoice. All Jobs Invoiced will be displayed.
Now from the Customer level of their account click the Quickbooks Tab. Click on the Invoice number, and apply credit card or post check/cash payment for the full amount of their batched invoice.
FAQ: Once you create the batch invoice, if the box is checked to email invoice.... does the invoice get sent automatically?
Not with Batch Invoicing customers. The email only automatically gets sent when you create invoices for Billing Terms, Cash, Check, Credit Card, Other, Invoicing. With Batch Invoice customers, once you're ready to batch their invoices together, go to the Batch Invoicing Page. You will then see the option to email them that batch invoice from the Quickbooks tab of their customer account.
It is in our design notes to add the email invoice feature to the batch invoice page, but it currently is not available and does require a second step.