Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: DaveG on September 21, 2016, 08:33:59 am

Title: George question?
Post by: DaveG on September 21, 2016, 08:33:59 am

I do a few jobs for a management company and they have asked if I can put them all on one invoice, to save on admin, is this possible?

Cheers

Title: Re: George question?
Post by: DaveG on September 22, 2016, 12:21:39 pm

bump

Title: Re: George question?
Post by: DaveG on September 23, 2016, 08:24:14 am

I guess it's not possible  ???

I've tried emailing Paul at George but no answer. Does anyone have an alternative email address for him?

Thanks

Title: Re: George question?
Post by: Spruce on September 23, 2016, 03:18:51 pm

I've never used the invoicing side of George so I can't answer you for sure Dave. But I have played around with it and it appears that an Invoice is raised from the job it represents.

When we first bought George Invoicing wasn't an option then so I have always invoiced customers from an Excel based Invoice. You can then do what you want.

.

Title: Re: George question?
Post by: DaveG on September 23, 2016, 06:35:47 pm

Thanks for the reply Spruce, it appears you can. I've just had an email from Paul and I've copied and pasted his answer below for anyone that is interested..

Run George and go to System/Invoice Addresses and create a record for the invoice account name & address.
 
Then select each Job you want on the invoice, go to the Job Address page and untick "Use this address on Invoice". Then click Next and select the Invoice Address you just created. All Jobs with the same Invoice Address record will appear on the same Invoice.
 
Please note that this is not retrospective – it only has an effect on new completions for those jobs.
 

Title: Re: George question?
Post by: Spruce on September 23, 2016, 08:39:39 pm

Quote from: DaveG on September 23, 2016, 06:35:47 pm

Thanks for the reply Spruce, it appears you can. I've just had an email from Paul and I've copied and pasted his answer below for anyone that is interested..

Run George and go to System/Invoice Addresses and create a record for the invoice account name & address.
 
Then select each Job you want on the invoice, go to the Job Address page and untick "Use this address on Invoice". Then click Next and select the Invoice Address you just created. All Jobs with the same Invoice Address record will appear on the same Invoice.
 
Please note that this is not retrospective – it only has an effect on new completions for those jobs.

Thanks Dave for this info. We've used the program since early days - must be tonnes of other stuff we don't know about either.