Today I am quite excited to learn new things such as how to create invoices and go onto the back of our Boiler Service website to be able to assist me when going through the invoices.
I will be going through the list of all appointments that we had in December as well as this month to see if any of our customers are missing invoices.
This is an important job and is crucial that it gets complete as all customers require invoices for the services that we have charged them for.
Due to it being hard to be kept up to data prior to me joining, there are many customers that have had work done but have not received any invoices over the past couple of months which also meant that many of them were not registered on the software ‘Xero’ which is where all invoices are kept.
It is my job today to send out all invoices and create accounts for those without them. I will also be seeing whether their details are within our contact system which will help us in the future to be able to get in contact with them.
I have created a spreadsheet with all the bookings that were taken as an ‘Alternative booking’ which is for internal use only, which means the payment was not necessarily taken when booked and their is no invoice to go with it.
I will be forwarding this spreadsheet on to Richard in order to work out whether they have paid and what is required on the invoice that also needs to be sent.
I have also made my daily calls out to customers that are due a service and scheduled in emergency appointments.
I have also learnt today how to process the payment of customers that I took internal bookings for due to having a discounted rate, which is usually what the ‘Alternative booking’ is used for.
I was able to process the payment after I had created the invoice.
I am happy with my progression that I have made today after learning new things that I will be doing monthly to be able to ensure everyone has a copy of their invoice after the service has been carried out.
Paige x