Invoice branding/theme check
Tax reminder: everyone is tax inclusive. Beechams is tax exclusive.
Remember to check the dates on Beechams and DVA/NDIS invoices.
Pick one thing.
Clean slate ready for DVA, Beecham, PUP, cash, and invoices.
Today's invoice to-do
Shows invoice jobs for today, based on Beecham and customers in the schedule.
Schedule
Full cleaning schedule brought over from the schedule build.
Invoice to-do
Today's invoice jobs for the selected date.
Today's invoice to-do
Beecham, DVA, and schedule invoice tasks.
DVA
DVA customers and upload reference numbers.
| Invoice No. | Customer Ref | Upload No. | Date | Customer |
|---|
Beecham
Beecham invoicing only. Two invoices per month, simple and obvious.
Counts Monday to Friday only. The highlighted split shows which half of the month you are currently in.
PUP Instructions
DVA Provider Upload Page instructions for completed invoice PDFs.
Use this after the DVA invoice has been approved in Xero and saved as a PDF. Use the customer TRN for the upload.
Customer TRNs
Save the PDF with the matching name above. It is found on the Desktop in the PUP folder, next to the invoice file.
Upload steps
Search for DVA PUP Provider Upload and open the Provider Upload Page.
Use the customer TRN above, then click Next.
Choose Invoices (for Providers Only).
Then pick the bottom ABN option.
Enter the invoice number and invoice date, then click Add service once only.
Service date is the clean date.
Service amount is the amount on the invoice.
Service type is Indoor Domestic Cleaning.
Click Calculate GST, then Add document for upload.
On the Desktop, open the PUP folder next to the invoice file. Select the saved invoice PDF and check the file name matches the invoice.
Submit through DVA PUP, then write down the green submission confirmation.
Quick checks before submit
What to record
After upload, keep the invoice number, customer, clean/upload date, and the green submission confirmation.
| Invoice number | Customer | Date | Submission confirmation |
|---|---|---|---|