Uptick

An ad-hoc invoice is an invoice raised outside of the context of tasks or fixed billing contracts. To raise an ad-hoc invoice

Click on the Billing tab of a property

From the Invoices pane, click the + RAISE INVOICE button.

Add all required information in the fields provided. Note: A billing card attached to a property of a client is required to create an invoice.

Screen_Shot_2021-01-19_at_12.34.38_pm.png

You will be redirected to a page that you can add line items to include in an invoice. Add all products necessary as new line items.

Screen_Shot_2021-01-19_at_12.37.54_pm.png

Create a new partner invoice in your Accounting Partner (MYOB or XERO).

Once the invoice is linked to the Accounting Partner, you will not be able to edit it anymore from this page.

Go to the accounting partner's website to send this invoice to your client (there is no ability to send ad hoc invoices from Uptick currently) and to make any adjustments if required.

1. Click on the Billing tab of a property
2. From the Invoices pane, click the + RAISE INVOICE button.
3. Add all required information in the fields provided. Note: A billing card attached to a property of a client is required to create an invoice. 
4. Click Save Invoice. 
 
 Screen_Shot_2021-01-19_at_12.34.38_pm.png
 
5. You will be redirected to a page that you can add line items to include in an invoice. Add all products necessary as new line items. 
 
 Screen_Shot_2021-01-19_at_12.37.54_pm.png
6. Create a new partner invoice in your Accounting Partner (MYOB or XERO). 
 
 Screen_Shot_2017-06-19_at_3.23.34_pm.png
7. Once the invoice is linked to the Accounting Partner, you will not be able to edit it anymore from this page.
8. Go to the accounting partner's website to send this invoice to your client (there is no ability to send ad hoc invoices from Uptick currently) and to make any adjustments if required.