Landscape Processes
Billing Process
9 min
make sure all jobs have been completed/entered create "contract" invoices in sa create invoices date set to 1st of month in which invoices are being printed zero out charges for customers with "included" packages use the "tags" feature as the filter which clients need adjustment remember, snail bait and gopher control are never included unless otherwise noted remember, 4" color and expensive color such as cyclamen costs a premium above monthly rate unless otherwise noted merge monthly invoices with extras invoices print and submit to account manager for review make corrections and submit to upper management make sure and adjustments affecting $$ are made on the job, not the invoice make final corrections and review make sure and adjustments affecting $$ are made on the job, not the invoice make sure each active customer has invoice w checklist print statements under customer tab in quickbooks click "create statements" set date to last day of current month make sure "garden view statement 2" is the selected template print statements and remove/dispose of any with only current charges group invoices/statements by customer and mail using window envelopes, triple fold pages, stuff, stamp and mail