Sarah Kelsey dives into how to understand, run, and troubleshoot your invoice runs to compile your clients' net charge, focussing on:
- Understanding the prerequisites you must perform beforehand to ensure your invoices run successfully
- Differentiating between incomplete and unconfirmed bookings
- Understanding why bookings become incomplete and unconfirmed
- Finding and confirming incomplete bookings in bulk before running invoicing
- Finding and confirming unconfirmed bookings in bulk before running invoicing
- Understanding buyers and that clients are self-funded by default
- Attaching buyers to client's records in the People tab
- Creating and attaching new buyers to an individual client
- Attaching buyers to an individual client from their important contacts
- Attaching global buyers to multiple clients
- Creating new organisations for local authorities, which can then be established into global buyers
- Establishing organisations as global buyers inside your environment
- Choosing a funding strategy for a client's service contracts to ensure the right buyer receives each invoice
- Splitting a client's service contracts between multiple buyers by a percentage
- Adding credit and debit transactions to a client's record for additional charges and credits
- Running an invoice run from scratch and understanding the default options
- Choosing a suitable name and date range for invoice runs
- Filtering by service contract types, buyers, and clients, if needed
- Understanding when to separate invoices per team, include bookings, and include transactions
- Understanding when to automatically create credit notes for credit transactions inside an invoice run
- Checking if there are any unconfirmed bookings before creating an invoice run
- Understanding the anatomy and layout of the invoice run screen
- Finding the options and filters chosen for an invoice run once it's finished calculating
- Understanding and manually adjusting individual line items
- Checking your bookings and rates to ensure they pulled into the invoice correctly
- Unlocking bookings to make changes after the start time of the booking
- Making manual adjustments to invoices, only after finishing your recalculations
- Adding custom line items, additional bookings, and additional transactions to your invoices
- Recalculating invoice runs and individual invoices to pull through the latest data
- Issuing numbers and process dates to your invoice run and individual invoices
- Exporting invoice runs into different formats, including PDF and Excel
- Creating number schemes to customise how your invoice numbers look
- Creating invoice run templates you can reuse to run your invoices in the same way every time
- Creating tax types for VAT and other taxable activities
- Applying tax types to service contract types to ensure they pull through into invoices
- Configuring your invoice settings per-team and the master settings as a fallback
- Differentiating between the page footer and invoice footer
- Understanding how to use the editable period as a grace period before the invoice run locks
- Utilising the display density to change how the invoice appears and how detailed invoices are
- Writing an invoice notification template for the message inside emailed invoices
- Delivering invoice runs in bulk via email and print
- Locking and unlocking invoice runs to ensure safety between making changes after issuing
- Understanding what happens when you recalculate invoice runs after issuing
- Amending your organisation's roster thresholds that determine if bookings are auto-confirmed
- Marking individual invoices as fully and partially paid, as needed