Step-by-step guide
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This wiki page outlines the steps involved in completing, reviewing and processing invoices for technician jobs.
Prerequisites:
- Access to the PHR Invoice Dashboard
- Access to Dropbox, Quickbooks, Third Party Provider account
- Knowledge of job locations and corresponding folders
PHR Step by Step guide to generating invoices
- Navigate to the Invoice Dashboard:
Click on "Jobs completed by Tech" to filter the jobs.
- Open the "Products" Tab:
Click on the desired job to open its details.
- Verify Invoice Amount:
Scroll down and check the "Adjusted total invoice" amount at the bottom of the page. Compare this amount to the itemized quote amount in the proposal document.
- Review Images:
Observe any associated images for reference.
- Verify Proposal Document:
Locate the "Document" section and open the proposal document. Double-check if the total amount matches the invoice amount.
- Create and Save Invoice:
Use the system functionalities to create an invoice for the job. Save the invoice with a descriptive name.
- Upload Invoice Document:
Navigate to the appropriate file folder based on the work location. Upload the saved invoice document and label it clearly as "Invoice Document".
- Upload Ethical Compliance Document (For New Businesses):
If the client is a new business, additionally upload the ethical compliance document to the same folder. Label it clearly as "Ethical Compliance Document".
- Change Invoice Status:
Update the invoice status to "Job complete - invoice to review".
- Upload Customer Receipt:
Go back to the "Document" section of the job details. Upload the customer's receipt and set the document type as "Invoice Payment".
Upload the invoice to QBO Upload the invoice to Third Party Provider if needed. Steps for invoice review and email (including template) to client.
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