Open Invoice Report - Needs Updating

• Related Articles

• Open Invoice Report

  Each Friday, create a current Open Invoice Report in Quickbooks Log into Quickbooks Select Report Center (located on the header) Select Customer and Receivable Select Open Invoice Report using the date for that Monday Print report as a PDF Save the ...

• Tasks - Needs updating

  Daily Tasks: Check email when arrive Enter any bills or charges that have come in Answer any collections emails Go thru folders for any receipts/bills/deposits that may have come in Record as necessary Update Access file for any demos scheduled/demos ...

• BI Procedures - needs updating

  DomoData: Update SalesTracking access file Run CreateDomofile Go to Zoho.com In Zoho Analytics click on DomoData table file Click “import data” Choose “import data into this table” Choose “import from Files & Feeds” How do you want to import? “Delete ...

• BI Procedures - needs updating

  DomoData: Update SalesTracking access file Run CreateDomofile Go to Zoho.com In Zoho Analytics click on DomoData table file Click “import data” Choose “import data into this table” Choose “import from Files & Feeds” How do you want to import? “Delete ...

• Invoicing/Collections Process - Needs Updating

  Invoices will be due on the first of the month in which the service starts. For example, if a school’s hosting and maintenance runs from Jan – Dec, the payment is due 1/1. The exception is schools whose service starts in July; payments for education ...