Build an invoice from the service list. It's raised in Xero and sent to the client when you're ready, with your bank details and a card payment option.
Prices come straight from your Xero price list.
Change one there and it changes here.
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Creates the service in Xero. It appears here and in Xero straight away.
Use a price of 0 for anything quoted per job.
Everything you bill a business is treated as a placement, so the candidate's name is
required and your commission is worked out automatically.
Ad hoc lines
For quoted work that is not a fixed price in Xero.
Check before it goes
Tax invoice
This is how the invoice will read. Xero renders the final PDF from your branding theme.
InvoiceSOTERIA360
Bill to
View and pay online
Description
Quantity
Price
Discount
Tax
Amount
View and pay onlineVISAMCPayGPay
Discount
Subtotal
Total GST 10%
Total
Amount due
For
Raised by
PDF to
Nothing exists in Xero yet. Approving raises it and takes the next invoice number.
Sent invoices
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Desk commission
Working it out…
Worked out live from Xero at the rates in Schedule 2 of the contractor agreement.
Check anything that looks wrong against your own numbers.
Trainers Steve Banks
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Checks: GHL → Xero → timesheet
Every booking on his GHL calendars this month, followed through to the payment, the Xero invoice and his timesheet. Anything not lined up is flagged.
Check these are on his timesheet
Invoiced in Xero this month, looks like driver training, but didn’t come from a GHL booking.
Payslip summary
Sessions
Kept on Steve’s timesheet in Xero Payroll. GHL bookings are added every morning; anything else is added here or in Xero.
Rates are the pay items in Xero, which match his offer of casual employment. A client discount Soteria absorbs changes nothing here.
Approve the timesheet in Xero before the pay run on the 1st.
Running totals
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By person
Commission bills
Builds last month's commission statement from Desk work paid in that month, at the rates in
Schedule 2 of the contractor agreement. Raised as a draft bill in Xero — a director still approves
and pays it. Placement commission is held until the 12 week guarantee clears.