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With the gold arrow, you can drill into the Sales Order to see further detail on
what is billed for every month. The sales order defines which work is performed by
internal resources, or by subcontractors.
Generate Customer Invoices for Recurring, Changes, Special Services, and Charged
Supplies
On a monthly basis when you�re ready to bill customers for recurring transactions
all it takes is just a few clicks through the Document Generation Wizard. You can
pick the parameters to bill across recurring, changes, chargebacks or a combination
of them.
By using recurring invoices for regular cleaning work to clients, you�ll save time,
save effort, and improve cash flow. Recurring invoicing allows you to set up
periodic invoices for regularly delivered services to a schedule. Rather than
having to create a new invoice every week, month or quarter depending on the
billing cycle, you set it up once then automatically generate them.
Set up the recurring template � The template defines the client, the service, the
cost, any subcontractors being used to perform the service.
Set the frequency � Set the recurrence period for each client, whether they should
be billed weekly, biweekly, quarterly or monthly.
Create a sales order & make any adjustments � The ManageClean recurring transaction
wizard pulls any recurring clients and allows you to select the customers that
you�d like to invoice.
Create and send the invoice � In ManageClean you can quickly use the Copy To in the
sales order to create an A/R invoice. Or, use the open transactions report to
create invoices from open sales orders in bulk.