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0:00 Invoicing a job, and keeping track of who owes you. Invoices are made from each job, and the Invoices page shows what's owing.
0:10 Open Invoices from the menu on the left.
0:15 If you've connected Xero, the top shows what you've invoiced this month, what's still outstanding, and what's been paid this month.
0:24 Not invoiced yet lists jobs that have been picked up but never invoiced, oldest first, so nothing slips through. Click one to invoice it.
0:35 Below that are your invoices, grouped by how late they are. Overdue, due this week, not due yet, and paid. Each one shows the customer, when it's due, how much is owing, and its status in Xero. Click one to open it in Xero.
0:54 If a job will never be invoiced, press No invoice needed on its row, and it comes off the list. You can always undo that from the job.
1:04 Without Xero, this page lists the jobs that have been picked up and not marked paid, grouped by how overdue they are, so you know who to chase.
1:15 Now, invoicing a job. Open it, and look at Payment and tip, on the right.
1:23 If nothing's set up yet, press Set up invoice.
1:27 Category and size pick the price from your price list, and the line underneath shows the zone it came from. Type over the price to charge something different. Guide price shows the list price, and Reset puts it back.
1:43 If the bin stayed past your standard hire, an amber box works out the extra days, and offers to add them to the invoice.
1:52 Add extra or surcharge adds a line. Tap one of your saved extras, like a mattress or tyres, or type your own description and amount.
2:04 Add a council permit puts a permit on the invoice, with its number and fee.
2:10 Press Save to keep the invoice details on the job.
2:15 Then check the total, and create the invoice in your accounts. With Xero, press Create draft invoice in Xero, and it lands in Xero as a draft for you to check and send. With QuickBooks, like this business, press Create invoice in QuickBooks, and it lands there unsent. Either way, when the customer pays, it shows here by itself.
2:40 Some businesses can also download an invoice PDF, straight from the job.
2:46 Underneath is what happened on site. How they paid. Cash, card, bank transfer, on account, or not paid. A paid job shows a green Paid on site banner.
3:01 Then the tip weight and cubic metres, which save as soon as you leave the box, and the customer's signature, if you collect one.
3:10 That's invoicing. Next, the Schedule and the Map.
