I’m moving back to Quickfile after an interesting year elsewhere.
I am able to setup recurring invoices for my contract clients - really easy, so I’m ok with that.
I have some clients that I invoice at the end of each month, for weekly and two weekly services. One or two have both weekly and two weekly, most have just one.
Is there a way to
Prepopulate a draft invoice with the dates and services, so I just have to send it at the end of each month - one option but not preferred.
Use something like Google calendar, add the service for a client, and on the day of the service have Quickfile add a line entry on the draft invoice for that service. That way at month end I could check it over, add prices and send it.
It save a lot of work on my part with planning and writing invoices each month.
I could use recurring invoicing - I dismissed the idea as the visits will not be the same each month due to how the weekly/ 2 weekly visits fall.
If I did that, the Google Calendar idea becomes redundant, that is ok too.
So, the services are regualar, that is to say…
The most complicated one is a weekly visit, small service, two weekly visit larger service.
Others are simply a weekly or two weekly service visit, invoiced out at month end. Sometimes I add a full day visit to these as one offs, but I can add those as I go.
If it was just one or two customers I would do manually, but the more monthly invoiced customers I gain, the more complicated it is to keep track of and there is much more likelihood of error on my part when invoicing.
I want to reduce the manually entry and ensure I get the invoices correct every time.