Before you start
If you invoice once a month, the run makes one invoice per customer for each month. If you invoice after each visit, it makes one per visit. The owner sets which in Settings, Invoicing. Only done visits that aren't on an invoice yet are included.
- In Money, open Invoices and choose Invoice run.
- Choose Visits done up to. If you invoice once a month, it starts at the end of last month.
- Choose Preview invoices, and check each customer, how many visits, and the total.
- Choose Make … invoices.
What happens next
The invoices are made and issued, but not emailed. Send each one from the invoice with Send invoice. Each customer's own way of being invoiced, from Invoice this customer on their page, is used.
If something goes wrong
- “Every done visit is already invoiced, and no monthly contract is due.”: there's nothing to invoice yet.
- “… invoices made, but … couldn't be. Please try again.”: preview the run again and make the rest.
Who can do this
The owner and managers with Can see invoices, take payments and set prices.
Still stuck? Send us a message.