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You make your invoices elsewhere? The Big One still follows your month
With no accounting software connected, choose “I make them elsewhere”: The Big One approves and sends your cleaning reports, you record the invoice made on your side and track its payment.
Until now, billing required connected accounting software. Yet many companies make their invoices with Excel, Word or their accountant. The first time you start billing without connected software, a window asks you: “How do you make your invoices?”.
If you make them elsewhere
- In Reports and invoices, the steps become: Check, Approve and send, Record the invoice, Collect. Each client shows where they are.
- “Approve and send” locks the report, as before, then sends it to the client by email.
- In the Invoice tab, “Record the invoice” keeps the number (optional), the date, the amount incl. tax (taken from the report total) and, if you wish, the PDF of your invoice.
- “Mark as paid” records the payment, with a date you can change. SEPA direct debit is still possible when the client has a mandate.
- Recorded invoices that are overdue get reminders like the others.
You can change this choice at any time in Reports and invoices › Settings. If you connect accounting software, new invoices go through it; those already recorded stay as they are.