Pick one thing.
Testing build with 50 sample customers. Schedule, DVA, Beecham, PUP, and Cash.
Today's invoice to-do
Shows invoice jobs for today, based on Beecham dates and customers in the schedule.
Invoice to-do
Today's invoice jobs for the selected date.
Today's invoice to-do
Beecham, DVA, and normal invoices.
Schedule
Customer planner merged in, dressed in the simple 4-tab theme.
DVA
DVA buttons come from customers marked as DVA in Schedule.
| Invoice No. | Customer Ref | Upload No. | Date | Customer |
|---|
Beecham
Beecham invoicing only. Two invoices per month, simple and obvious.
Counts Monday to Friday only. The highlighted split shows which half of the month you are currently in.
PUP
Step-by-step guide for saving DVA invoices and uploading them through DVA PUP.
Before PUP: save the invoice PDF
Use the Save as button in the print window.
Use this format: Invoice # - ABernek or TKrause - ddmmyyyy.
Use ABernek for Aaron Bernek and TKrause for Tracey Krause.
TRN quick reference
Use the TRN, not the DVA file number.
Upload invoice to DVA PUP
Search for DVA PUP Provider Upload and open the Provider Upload Page.
Enter the customer TRN, then click Next.
Select Invoices (for Providers Only).
Pick the bottom ABN option, enter the invoice number, enter the invoice date, then click Add service. Only one service shows, so you just need to click that service.
Service date is the clean date. Service amount is the amount shown on the invoice. Service type is Indoor Domestic Cleaning.
The first amount should automatically go in. Press Calculate GST.
Press Add document for upload, open the DVA Invoices folder, select the correct PDF, check the file name, then click Open.
Submit the invoice through DVA PUP. Record the green submission confirmation for your records.
Final reminder
Make sure the TRN, invoice number, invoice date, service date, service type, amount, GST, and PDF file are correct.
No need to keep a copy of the invoice. After upload, update the DVA tab with the upload confirmation/reference number.
Cash instructions
Simple steps for handling cash payments after a clean.
When a customer pays cash
Count the cash before leaving and make sure it matches the clean price.
Write down the customer name, date, and amount paid.
When the invoice is created or updated, mark it as paid by cash.
End of day
Check that the cash total matches the jobs recorded for the day.
Store the payment note with the day's job records so it can be checked later.