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I spent a while on chat and just couldn't get through to the woman... I don't need a recurring invoice.
I give elective medical procedures. Companies send their employees to us during the month. Most all of them have a credit card on file but a new one wants to be invoiced. They want ONE invoice at the end of the month for all their trips. I don't want anyone to get an invoice after each trip, and every month it will be a different amount.
Is there a way to keep my inventory straight, run each charge at the time, but have it all get invoiced at the end of the month?
Thanks in advance for any help you can give me!
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Hey @BobWheelerJr
I think the biggest conflict with your situation is having only one invoice due at the end of the month, while also wanting to do seperate charges and get paid (rightfully so) throughout the month. The only way that I could think of doing so, would be to either
A) Keep the invoice in draft mode and keep updating the invoice with items/services as needed until the end of the month.
B) Send the invoice after the first service, but set the due date to a future date (end of month). And then keep updating the invoice with services provided.
Also in which, you could create a contract for them to sign, given the length of time between services rendered and payment received.
Maybe someone else will chime in who may have a better idea, If i can think of any other way, I'll be sure to let you know
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Hey @BobWheelerJr
I think the biggest conflict with your situation is having only one invoice due at the end of the month, while also wanting to do seperate charges and get paid (rightfully so) throughout the month. The only way that I could think of doing so, would be to either
A) Keep the invoice in draft mode and keep updating the invoice with items/services as needed until the end of the month.
B) Send the invoice after the first service, but set the due date to a future date (end of month). And then keep updating the invoice with services provided.
Also in which, you could create a contract for them to sign, given the length of time between services rendered and payment received.
Maybe someone else will chime in who may have a better idea, If i can think of any other way, I'll be sure to let you know