Summary
If you have open invoices in the software you used before coming to Fieldwork you can manage those unpaid invoices in Fieldwork. If your client has one location creating the invoice is straight forward. If the client has multiple locations, select the location after creating the Invoice. When the payments come in you can apply those payments to the invoice for the correct location.
Key Points
Create the Invoice in the customer's account
If the customer has one location enter the service, date, etc., and save the Invoice
If the customer has more than one location, select the location and proceed
View the invoices from the customer's Invoices tab
Apply the payment to the proper Invoice for any particular location
If the customer has one location
If you have open invoices in the software you used before coming to Fieldwork you can manage those unpaid invoices in Fieldwork. To do this:
In the customer's account, click the Create a new... button and select Invoice
2. Match the information from your old software's invoice (service, date, etc.) and
save the Invoice
If the customer has more than one location
If a customer has multiple locations you'll want to have the invoice applied to those locations. To do this:
In the customer's account, click the Create a new... button and select Invoice
2. In the upper-left corner you'll see the billing address and the main location
address (in some instances the address will be the same)
3. Click the location address link and select the location you want from the drop-
down list
4. Match the information from your old software's invoice (service, date, etc.) and
save the Invoice
5. Go to the Invoices tab in the account and you'll see the Invoice location for each
Invoice
6. To make a payment, click Create a new... and select Payment
7. The locations for each invoice appear to the right of the Due Date
