Invoice Multiple Jobs Together | Voters

Invoice Multiple Jobs Together

in progress

***MARINA LAWRENCE***

We have some commercial clients or clients that have multiple rentals we clean. We want to be able to invoice these customers once every two weeks for multiple jobs. Would be great if we could do this.

July 16, 2019

Amar Ghose

marked this post as

in progress

This is currently being worked on with quite a few other invoicing improvements :-)

Regan Burke

Yes! This is what I am asking for which got moved under the topic "Bulk Invoicing."

I want to mass select the appointments from list view, for a selected time frame. Select "invoice" under bulk actions, and the system pull all the data from the appointments and auto populate a statement/invoice with (date, time of service and charges) to provide to a customer. Having to invoice from one appointment, fill in all the service dates with charges and then also go back through each appointment after the first listed, and mark them as $0 while also inputting what invoice # it is tied to is a huge time killer! Not efficient.

Owner

Has there been any progress with this since 2020? we invoice our customers monthly, for multiple jobs, and it would be a huge time saver if i could select the various jobs within the month and a monthly invoice would populate. please advise if there is any update yet?

Jarelle Flibotte

Excited this is planned!

Amar Ghose

marked this post as

planned

We're about to release new invoicing and this functionality will come out with our next version (meaning it's not being worked on yet, but it will be)

Amanda Best

Amar Ghose: Any news on when this is going to happen?

Regan Burke

Amar Ghose: is there any more information available on this since it's been over two years? Thank you in advance.

Mike Conners

Regan Burke: Bump

Amar Ghose

Mike Conners: ETA: late this quarter :-)

The feature has been designed, just a matter of time until development gets to it

Bart Senkbeil

I completely agree and voted already, I'm new to zenmaid but this is crucial for us. We have lots of offices, some 1h daily... I can't be issuing them 30 daily invoices, every day as they will go mad at me. 
One, monthly invoice listing all the jobs is what we need. 
Hope tech team can sort this out please

Falyn Walter

that would be great to have for clients that u clean weekly but only invoice monthly. just would be nice if the unpaid balance transferred over in the invoice with out u having to manually do it urself

Mandy Naude

I would also like a invoice to state all cleans, dates and balances on 1 invoice. With a 100+ clients I can NOT copy and paste all of them, it ridiculous. And when I do reckon i would like to put a date next to cleaning date, when payment was made. I've been told its not easy for tecky people to do, but why do other providers have it?

Iliyan Kuzmanov

Here the same, we have a client with weekly service and he want Invoice per month. Will be great if you think about that option too :)

Laura Groza

Same here. We have AirBnb properties that we need to invoice at the end of the month for the entire month.

Alechia Divish

Laura Groza: Same reason I would like it. And commercials pay at the beginning of the month.

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