TABLE OF CONTENTS





Office appt invoice

https://app.clickup.com/2700243/v/l/2jcyk-135

Here, accy staff will move tasks to step

  • 6A ADMIN INV & APPT
  • 6B ADMIN INV & STAFF EMAIL


6B list 

this list is easier since all you have to do 

  1. Find the invoice on xero
    • Generally we search the client first to see if an existing DRAFT is there before creating a new invoice.
    • BAS invoices are already created for you due to the repeating system
    • If you cannot find the invoice, then you can create it from scratch

  2. copy and paste the xero invoice number/link to the clickup task comments and @teresa




  3. then change status to  7B so staff know to email






6A list

  1. make appointments order from top to bottom


  2. when you book the apointment on timely, 
    • copy and paste clickup task link to the timely appointment's note




    • insert the appointment date & time in the clickup task DUE DATE





  3. Find/create invoice per 6B step + you copy and paste the invoice link in clickup AND TIMELY APPT





Current day invoice appointment clickup list

https://app.clickup.com/2700243/v/gr/2jcyk-3996


If for some reason you forget to do the DUE DATE bit in 6A list step 2, you can still do it later. Just ensure you have it done before the day of the appointment