[thewaterwizard]

hi guys

Am wanting to send invoice to a slow/late payer, but when I use the 'Print Invoice' option on George, it includes the forthcoming job in January which might not get done if I don't get payment for the last 3.

How do I print an invoice for the outstanding jobs only?  There was a blue box which came up on the 'print invoice' option initially,but that didn't exclude the forthcoming job, and that exclude option is no longer there.

Any ideas please?

Thanks
Robin

[Spruce]

Surely you need to send them a statement detailing dates of clean and a running total. You will be able to knock one up from your windows templates.

[thewaterwizard]

They've had an 'I've cleaned your..today' dated and amount due on the last 3 cleans through their letter box when I've finished.  In the past, they've paid 2 cleans at a time by cheque, late. 

It's not as if they don't know I've been!

[Spruce]

OK
Then send them a statement with the date of each clean plus the total amount - "payment terms 7 days" or "payment now due" in bold red lettering with your postal address clearly marked.
2 cleans are the most we go to without payment, even for those who we've done for years, unless we agree to some special terms.
Spruce

[The Jester of Wibbly]

When you create an invioce you should see all the jobs listed including the up coming job thats not been done.  Just highlight the job you dont want to invioce in the top box, and click on the remove button underneath.   Job done

[thewaterwizard]

ok spruce
thanks for that we just thought we were doing something wrong
must be something George cant do

  robin

[thewaterwizard]

Thanks Hermski.

That has worked for another customer's account.

When I click 'print invoice ' for my overdue customer,all I am getting is on Invoicing Assistant is:  Items to be invoice, a list, and underneath it says Reprinting Invoice number 1.

I printed off a copy.  All four jobs printed, and now I can't get the remove/amend box up on this customer.  The others seem to be ok though.

Does it make a difference if you've already printed an invoice (in error)?

[The Jester of Wibbly]

Yes,

Just goto your job list and find the customer.  click on amend details, then click on History.  CLick on the last entry, the one with the invioce number showing at the end.  then delete the incioce number and save.  Then just print a new inviove, job done.

[thewaterwizard]

Magic!!!!!

Thanks very much for this - and your patience.

It's printed right this time so Mrs is a happy bunny!!  It's only easy when you know how!!!

Seasons Greetings.

[The Jester of Wibbly]

 

Paul