Invoicing and Payments

How to record payments
You can record a payment from a few different places within Squeegee: The job itself from the work planner The customer The owing screen The invoice v...
Wed, 11 Nov, 2020 at 1:49 PM
How do I create and Email/SMS an invoice?
In order to create an invoice go to the customer tab: Select the customer you wish to create an invoice for and tap on them, once that is done you wil...
Wed, 25 Nov, 2020 at 11:50 AM
How do I record a payment?
Go to work planner select the job you have finished tap the pink plus button on the customer overview and select "Done and paid" as shown below: ...
Wed, 11 Nov, 2020 at 1:50 PM
Why cant I record a payment?
One reason could be that an invoice has not  been created for this job, meaning the job can not be marked as done and paid, in the invoicing and payments se...
Wed, 11 Nov, 2020 at 1:50 PM
Why aren't my invoices being sent/received?
    There are multiple reasons why an invoice has not been sent/received, Firstly,  it could be that invoices are not set to send automatically after jo...
Wed, 11 Nov, 2020 at 12:58 PM
How can I send a bulk payment reminder?
In order to send out bulk payment reminders scroll to the owing screen, and press the clock button and you will see a list of the owing customers with the o...
Wed, 25 Nov, 2020 at 11:52 AM
Managing and setting tax rates.
Squeegee provides efficient navigation through various incredible tools in order to ensure productivity and organization with your jobs and customers. One ...
Wed, 11 Nov, 2020 at 1:35 PM
How do I add multiple jobs onto one invoice?
If you put the jobs at the different addresses all under the one customer, then set the customer to have auto-invoicing switched off, then you can manually ...
Wed, 25 Nov, 2020 at 11:53 AM
Can I set up a payment period?
If you would like to set a specific amount of time before payment is required but don't know where to change this setting, continue reading. Below is ...
Wed, 25 Nov, 2020 at 2:05 PM
Can I charge one customer for multiple customers jobs?
If you have multiple customers at different addresses that are being paid for by one customer, you can merge the customers so that they still appear as sepa...
Wed, 25 Nov, 2020 at 2:06 PM