If you're having trouble getting the invoicing to work properly, this guide outlines the relationship between invoicing, billing cards and the accounting partner integration to help you get it right.
In order for invoicing to work smoothly, check that the following is set up:
- A billing card exists and is linked to a client/property
- The billing card is synced with the accounting partner
Billing Cards and accounting partner integrations
When billing cards are connected to a property/client they need to be then connected to an accounting partner to allow the invoicing to work. Uptick has no invoicing mechanisms and relies on accounting partner integrations to handle the invoicing.
Billing cards and invoicing
The following conditions must be true in order for the invoice to send:
- There is a billing card set against the client/property
- That billing card is connected to the accounting partner
The dispatch will check that the billing card exists, then check that the billing card is linked to the accounting partner. When it passes those checks, Uptick will pass the invoice information to the accounting partner which then performs the invoicing. You can use the diagram below to help you troubleshoot. If you have other issues with invoicing, head over to our invoicing troubleshooting article for assistance.