Some customers, usually businesses, want one invoice a month rather than one for every visit. Set them up for that and Mucka adds the month up for you.
Switch a customer to monthly
- Open the customer from Contacts.
- Tap Record how they pay (or Change how they pay if you've set it before).
- Set Invoicing to Once a month and pick the day, from the 1st to the 28th.
- Tap Save.
Their page now says Invoiced monthly, on the 1st (or whichever day you chose). Nothing changes for any other customer.
What happens through the month
Mucka stops reminding you to invoice each of their jobs. You won't get the "no invoice for this job" card for them, they're left out of the evening round-up, and finishing one of their quoted jobs doesn't offer to draft an invoice for it.
Their finished jobs show Monthly instead of To invoice, on Home, in the Diary, in Jobs and on the customer's page, so you can see at a glance which ones are waiting for the month's invoice. When the invoice goes out they move to Invoice sent.
On their day
At 8am on the day you picked, a card appears in Actions. It says how many of their jobs are finished and not on an invoice yet, the dates they cover and the total.
Tap Draft the invoice and Mucka makes one draft invoice with a line for every visit, oldest first. Each line shows the date, the type of job and the address. The price comes from the job's accepted quote, or the price on the job. A job with no price goes on at £0 so you can fill it in.
Nothing is sent. Open the invoice from the card, check it, and send it the way you send any other invoice. When it goes out, every job on it moves to Invoice sent.
A few things to know:
- Jobs done on the day itself wait for next month, so a visit you're halfway through isn't billed early.
- Each job is billed once. Jobs on the invoice are linked to it, so next month's card won't include them again. If you cancel the invoice, they come back for the next one.
- Older work isn't swept up. Only jobs finished in roughly the last three months are included, so switching a customer over won't bill years of old jobs.
Doing it yourself
You don't have to wait for the card. Start a new invoice for a monthly customer and Mucka shows This customer is invoiced monthly with the number of jobs not on an invoice yet. Tap Add them to put them all on as lines, then change anything you like before saving.
Ask Mucka
You can also just ask, in the app, on the phone or on WhatsApp: "do Acme's monthly invoice", or "put all of Acme's unbilled jobs on one invoice". Mucka drafts the same invoice the card does, tells you how many jobs and which dates it covered, and leaves it as a draft for you to check. Say "send it" when you're happy and Mucka gets it ready to send.
For a monthly customer it includes the jobs done before their invoice day; anything after waits for next month. For any other customer it includes every finished job not on an invoice yet.
Going back to job by job
Open the customer, tap Change how they pay and set Invoicing back to Job by job. The per-job reminders start again for jobs they finish from then on.
Not seeing the card?
- Check the customer's page says Invoiced monthly, with the day you expect.
- The card only appears when there's something to bill. If every finished job is already on an invoice, there's no card.
- If you've switched off the Quotes and invoices cards behind the cog in Actions, the monthly card is switched off too.