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- Monthly Standard Invoicing | Advanced Services
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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What is included in the Monthly Standard Invoicing?
What is included in the Monthly Standard Invoicing?
As part of the Botkeeper Advanced services, standard invoices will be created and delivered on a monthly basis via QBO/Xero/Bill.com, based on a template provided by the client.
- Supported applications include:
- QBO
- Xero
- Bill.com
- The client will provide a template for the standard invoices that will be created and delivered on a monthly basis as part of the Botkeeper Advanced services.
- To ensure that we can provide standard monthly invoicing, please make sure to use the scoping tool in the portal to include this service in your plan. This will allow us to efficiently manage and deliver your standard invoices each month.
- Accessing and sending invoices from 3rd party applications
- Custom invoicing of any kind
You have the option to turn this service offering on, after your client has completed Deployment, via the Partner Scoping Tool.