This is an advertisement
Interested In Advertising? | Contact Us Here

Warning!

 

Welcome to Clean It Up; the UK`s largest cleaning forum with over 34,000 members

 

Please login or register to post and reply to topics.      

 

Forgot your password? Click here

DaveG

  • Posts: 6347
George question?
« on: September 21, 2016, 08:33:59 am »
I do a few jobs for a management company and they have asked if I can put them all on one invoice, to save on admin, is this possible?

Cheers
You can't polish a turd

DaveG

  • Posts: 6347
Re: George question?
« Reply #1 on: September 22, 2016, 12:21:39 pm »
bump
You can't polish a turd

DaveG

  • Posts: 6347
Re: George question?
« Reply #2 on: September 23, 2016, 08:24:14 am »
I guess it's not possible  ???

I've tried emailing Paul at George but no answer. Does anyone have an alternative email address for him?

Thanks
You can't polish a turd

Spruce

  • Posts: 8465
Re: George question?
« Reply #3 on: September 23, 2016, 03:18:51 pm »
I've never used the invoicing side of George so I can't answer you for sure Dave. But I have played around with it and it appears that an Invoice is raised from the job it represents.

When we first bought George Invoicing wasn't an option then so I have always invoiced customers from an Excel based Invoice. You can then do what you want.

.
Success is 1% inspiration, 98% perspiration and 2% attention to detail!

The older I get, the better I was ;)

DaveG

  • Posts: 6347
Re: George question?
« Reply #4 on: September 23, 2016, 06:35:47 pm »
Thanks for the reply Spruce, it appears you can. I've just had an email from Paul and I've copied and pasted his answer below for anyone that is interested..

Run George and go to System/Invoice Addresses and create a record for the invoice account name & address.
 
Then select each Job you want on the invoice, go to the Job Address page and untick "Use this address on Invoice". Then click Next and select the Invoice Address you just created. All Jobs with the same Invoice Address record will appear on the same Invoice.
 
Please note that this is not retrospective – it only has an effect on new completions for those jobs.
 
You can't polish a turd

Spruce

  • Posts: 8465
Re: George question?
« Reply #5 on: September 23, 2016, 08:39:39 pm »
Thanks for the reply Spruce, it appears you can. I've just had an email from Paul and I've copied and pasted his answer below for anyone that is interested..

Run George and go to System/Invoice Addresses and create a record for the invoice account name & address.
 
Then select each Job you want on the invoice, go to the Job Address page and untick "Use this address on Invoice". Then click Next and select the Invoice Address you just created. All Jobs with the same Invoice Address record will appear on the same Invoice.
 
Please note that this is not retrospective – it only has an effect on new completions for those jobs.

Thanks Dave for this info. We've used the program since early days - must be tonnes of other stuff we don't know about either.

Success is 1% inspiration, 98% perspiration and 2% attention to detail!

The older I get, the better I was ;)