05 Getting paid Entry 60 Office
Tell me which jobs are ready to bill, and draft the invoice
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“For every job finished this week, tell me if it's ready to invoice, and draft the invoice for the ones that are.”
- You text“For every job finished this week, tell me if it's ready to invoice, and draft the invoice for the ones that are.”
- It readsYour job board, QuickBooks Online.
- What stays yoursThe send. The final numbers. The size of job it invoices on the day, which you set once.
- You getInvoices drafted the day the work finishes, from the evidence, not from memory.
- What it does
- For every finished job it checks three things: is completion confirmed, are all the scope changes on the record, has any part been billed or a deposit taken. For the ones that pass, it drafts the invoice from the quote lines plus the approved extras and puts it in front of you. For the small one-off jobs, it drafts the invoice the moment the job is marked complete, so it can go out the same day.
- What stays yours
- The send. The final numbers. The size of job it invoices on the day, which you set once.
- What it connects to
- Your job board, QuickBooks Online.
- What you get
- Invoices drafted the day the work finishes, from the evidence, not from memory.