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Monthly or Bulk Invoicing
Monthly or Bulk Invoicing

Send a monthly or a bulk invoice to your customers instead of sending an invoice for each appointment

Lara avatar
Written by Lara
Updated over a week ago
  • From your ZenMaid Dashboard go to Scheduling > List View

  • In the next window, you will be able to set a date range and customer name, to search for all appointments in that period of time. If you can't see these filters, click on Edit filters

  • When you have set those parameters click the Apply Filters button.

  • You will get a list of all the appointments for the month of that customer

  • Pick one appointment to make an invoice on, click on the arrow button ">" and it will open a pop-up window for this appointment.

  • Click on the Action button and choose Invoice Customer.

  • This will open a new pop-up window showing the invoice template.

Screenshot 2020-10-29 at 13.04.30.png
  • You can change details such as Issue/Due Date, Service Details, Description, etc.

  • For this case, we propose changing the Service Details to show the date range you are making the invoice for. I.E.: Residential for October.

Screenshot 2020-10-29 at 13.04.56.png
  • Please note that the billing address will auto-pull and cannot be edited. However using the wildcard {{appointment.address}} in the Service Details box, the service address gets pulled so that you can have the address where you actually delivered your service. This can be set up on your Invoicing page located in "Settings".

  • The next thing that should be done is to adjust the Description by clicking on + Add Line Item. You would like to rename line items description by adding information about a specific date. As you can see in the picture below you can see the appointment's dates in the background of the invoice template.

Screenshot 2020-10-29 at 13.16.31.png
  • Make sure to add prices and quantity for each appointment, and check the Amount Due. When this is done, click Save Invoice, and send it.

  • The next thing that should be done is to change the appointment price for appointments that are included in the invoice to $0, so it does not affect your reflected revenue.

  • Pick an appointment, click on the arrow button ">" and it will open a pop-up window for this appointment. Scroll down until you find the Billing section and change the service Price after tax to $0, and close the window. Do the same with all the appointments except with one that you made an invoice on.

  • When all appointments are set as described, refresh the page and it should be showing the total price for one appointment and $0 for the rest appointments.

  • To have a clear picture of which appointments are invoiced in this one monthly invoice, we recommend you to note each of these appointments with the invoice number. Select appointment, click on the arrow button ">", click on the Action button, and choose Edit this appointment.

  • When the invoice is paid by your customer, you can mark it by selecting all invoiced appointments, click on Bulk actions, and choose Mark as Paid.


Keywords:

Monthly Invoice, Bulk Invoice, Invoice Multiple Appointments

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