Summary
ZenMaid includes an invoicing feature, but it does not support creating a single invoice for multiple appointments (i.e., monthly or bulk invoicing).
This article outlines a manual billing process that allows you to combine several services into one invoice by using a single appointment.
Important:
This is a manual billing process, not an automated or built-in bulk invoicing feature. You’ll be using one appointment to generate a single invoice and manually adjusting the rest of the month’s appointments to $0.
Utilizing One Appointment for Monthly Invoicing
Step 1: Accessing The List View
Using the calendar icon
go to the List View.
In the new window, filter appointments by date range and customer name, then click Apply Filters to view the results.
Depending on the appointments' frequency, you'll get more or fewer appointments listed.
Step 2: Selecting an Appointment
Choose an appointment to invoice. Click the ">" icon to view its details in a pop-up window. For organizational purposes, we recommend you choose either the first or the last one.
Step 3: Add Services to the Appointment
Once an appointment is selected, scroll down to the Billing section.
From the Billing section, select the 'Add an item' button under the Service section.
The next step is to add all applicable cleaning services to this appointment. For this example, we will include four cleanings. We recommend including the date of each appointment so your customers can easily identify the services included in the invoice.
Once all services have been added, enter the price for each appointment. Set the quantity to "1" to ensure the correct price is displayed.
Once done, click Update to save the changes.
Finalizing Appointment Price Changes
Step 4: Set Remaining Appointments to $0
After the price pop-up closes, the selected appointment will now reflect the updated total.
To prevent other appointments from being included in revenue reports, change their prices to $0.
Refresh the page one more time, and now all the appointments should have the price updated.
Keeping track of the bulk (monthly) invoiced appointments
Since zero-priced appointments aren’t linked to an invoice, you’ll need to track them manually.
1. Go to https://app.zenmaid.com/settings/custom-fields/appointments and add a new appointment custom field.
2. Create a new custom field.
Suggested name: Monthly Invoice Number
Field type: Short text
Then, open each zeroed-out appointment and enter the relevant invoice number in the new field.
Marking Appointments as Paid
When the invoice is paid, only the main appointment will be automatically marked as paid. You’ll need to update the rest manually.
1. Return to List View.
2. Locate all the zeroed-out appointments.
3. Use the checkboxes on the left to enable Bulk Actions.
4. Select Mark as: Paid
This will turn the appointment price green and show a checkmark below it.
Keywords:
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