Exporting Invoices

Overview

This section will go over some commonly asked questions regarding exporting invoices.

Table of Contents

Categorizing Deposits as Unearned Revenue Until Job Completion

We have a separate invoice for each payment capture (e.g. service call, deposit…) and the payment is pushed accordingly. In other words, we do not separate "unearned revenue vs earned revenues" (e.g., pushing to different GL accounts).

Unpaid Deposits on Final Invoice

If a customer does not pay the deposit before the job is complete, you will see a separate invoice for the deposit and the rest of the work.

If the deposit has not been captured by the time the job is completed, we recommend combining the two invoices into one with the "Combine Selected Invoices" feature. For more information about how to combine invoices, please see the Combine Multiple Invoices in One section:

View Paid Deposits

If a customer has made a deposit, you will be able to receive an email notification that a payment has been made. To set up this email notification, you will need to have the corresponding MobiRules set up.

The balance, status of the quote, and corresponding invoice deposit will then be updated accordingly, and the payment will be listed in the quote Web or PDF view.

The following examples will illustrate how to view a deposit on the PDF Quote. For more information on how to access the PDF quote, please see View a Quote in PDF section.

Quote Waiting for Approval:

Quote Approved, Deposit Required:

Deposit Paid:

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!