Flow of Parts from Shopping List to Invoicing Report
To learn an item's flow from the Shopping List to the Invoicing Report, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
Have you ever purchased an item for a customer, then forgotten to include it in that month’s invoice, essentially giving the customer that item for free? Well, with Skimmer, that won’t happen anymore. Starting on the Shopping List, note that we've added two items for this customer.
Navigate to the customer's current route stop for today. In addition to entering the other route stop information, swipe to mark these items as installed.
When Skimmer syncs next, your data will be sent up to the cloud, including these installed items for your customer.
Log into your web portal on getskimmer.com, then click on the Invoicing Report in the menu to the left. Navigate to your customer and click. On viewing this current invoicing report, you'll see the items installed.