We recommend the following to make sure your invoicing is as accurate as possible:
- Raise your invoices at the same time each month. This will benefit your customers, as they will know when to expect the invoices & also help with your administration.
- Before you generate your invoices for the month, check the Bookings tab to see if any bookings from the previous month are unbilled. Use the filters to select 'Confirmed' & 'Unbilled' and amend the date range as required. These bookings can then be billed by client if needed, or amend the date range on your bulk invoice run.
- Once you've raised the invoices, check to ensure there are no unallocated credit notes. Do this on Invoices tab, selecting Credit Notes sub-tab. Click on the 'Unallocated' column header to sort by value. To action these, click on View. This will bring up the credit note, with a drop down menu at the bottom to allocate to an invoice.
- The final step is to make sure that there are no unallocated payments. Do this on the Payments tab & use the filters shown below to identify these. To action these, click on View
Tip - It's essential to ensure that you've done the steps above to allocate any credit balances, as customers are only able to pay the invoice amount via GoCardless.
