Gopher Tech
06-05-2003, 08:52 PM
In response to a question I had received on the concept of generating invoices, here is an explanation.
First make sure you have read the 7 easy steps to get up and going with Gopher located here (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=1645).
Then understand this, after you have scheduled jobs in your calendar, you can mark them complete at the end of the day. The completed jobs will then be moved to the "Completed Jobs" tab in the schedule section. If you send out your bills at the end of the month, only click on the Generate button at the end of the month when you want to Generate your invoices. Generating your invoices means you are combining all your completed jobs into one invoice per customer, since the last time you generated. So if you cut a lawn 4 times in a month for a customer and at the end of the month generate an invoice for that customer, you will then create an invoice with 4 line items. One line item for each cut.
Another thing to keep in mind is that your customer balance is not updated with the totals from the completed jobs until after those completed jobs have been generated into invoices. Often we are asked how come the customer balance doesnt change immediately after the job is completed and the answer to that is because the balance isnt updated until the invoice is generated.
If there are any further questions on this matter, please ask.
Thanks!
First make sure you have read the 7 easy steps to get up and going with Gopher located here (http://www.gophergraphics.com/forum/cgi-bin/ikonboard.cgi?act=ST;f=2;t=1645).
Then understand this, after you have scheduled jobs in your calendar, you can mark them complete at the end of the day. The completed jobs will then be moved to the "Completed Jobs" tab in the schedule section. If you send out your bills at the end of the month, only click on the Generate button at the end of the month when you want to Generate your invoices. Generating your invoices means you are combining all your completed jobs into one invoice per customer, since the last time you generated. So if you cut a lawn 4 times in a month for a customer and at the end of the month generate an invoice for that customer, you will then create an invoice with 4 line items. One line item for each cut.
Another thing to keep in mind is that your customer balance is not updated with the totals from the completed jobs until after those completed jobs have been generated into invoices. Often we are asked how come the customer balance doesnt change immediately after the job is completed and the answer to that is because the balance isnt updated until the invoice is generated.
If there are any further questions on this matter, please ask.
Thanks!