Hamlet Support Docs
  • Welcome to Hamlet Knowledge Base
  • Getting started
    • Location set up
    • Inventory set up
      • Inventory terminology and organisation
      • Offices
      • Products & Services
    • Customer portal set up
    • Email template set up
  • Customer management
    • Terminology
    • Adding a new customer
    • Onboarding new customers
    • Adding team members
    • Changing the status of a customers account
    • Day pass Check-ins
    • Updating/Changing a customers billing name
  • Leads
    • Leads management
  • Billing
    • Payment methods
    • Sending invoices to review prior to billing date
    • Paying for items in advance
    • Paying overdue invoices
    • Adding items and charging
    • Adding descriptions for items
    • Service Categories
    • Adding another contact to receive invoices
  • Bookings
    • Tentative bookings for external customers
    • Extending or changing bookings
  • Inventory management
    • Adding Private & Extra desks to offices
  • Features
    • Notes
    • How integration with Integrapay/XERO works
  • FAQ
    • Adding Staff members to Hamlet
  • Go live procedures
    • Preparing a location for Hamlet Go Live
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  1. Billing

Sending invoices to review prior to billing date

Interim solution for sending invoices to customers.

Sending invoices to customers for review from XERO

  • In hamlet there is the ability to send an invoice 'Snapshot' from Hamlet before the billing date.

  • You can access this via the 'send preview' button in the customers profile billing area. This button will send a snapshot of the current items in their billing area, with detail on when the items will be debited from their saved payment method. You can send this anytime during a month as many times as you like.

  • Invoices are then usually created in XERO from Hamlet around the end of each month. From this time accounts send invoices (in batch) to all customers directly from XERO.

  • This would then also show as a listed invoice in the customer account invoice tab with a link to download the tax invoice from XERO.

  • From the 1st of the new month, all billing is cleared from the customers account and any recurring monthly items will be re-added to the customers account.

  • Any issues with the prior invoice would need to discussed with accounts.

FAQ's

What happens with amended invoices after they've been created in XERO? Any amends in Hamlet are reflected in XERO from the whenever the invoices are created.

How do I know when an invoice has been amended? All data is visible in Hamlet and you can also access the link to the XERO invoice. Any discrepancies contact your accounts team.

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Last updated 5 years ago

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