Moverbase - Invoicing

Creating an invoice in Moverbase is an essential part of managing and finalizing a moving job. Moverbase makes it easy to generate, send, and track invoices directly from the platform. Here’s how to create an invoice in Moverbase:

Steps to Create an Invoice in Moverbase:

1. Log In to Your Moverbase Account:

   • Go to Moverbase and log in using your credentials.

2. Select the Job:

   • Navigate to the ‘Jobs’ tab from your dashboard.

   • Choose the specific job for which you want to create an invoice.

3. Go to the Invoices Section:

   • Inside the job details, look for the ‘Invoice’ or ‘Billing’ tab. This is where all invoicing options are managed for that job.

4. Create a New Invoice:

   • Click on ‘Create Invoice’ or ‘New Invoice’ to start generating the invoice for the job.

5. Add Invoice Details:

   • Job Information: The system will auto-fill the job information (client’s name, job type, date, and details). You can adjust or add extra details if necessary.

   • Services/Charges: Input the services rendered, such as:

     • Hourly rate or fixed rate for the move.

     • Additional services (e.g., packing, storage, heavy lifting).

     • Equipment used (if applicable).

   • Additional Charges: Include any extra charges, like fuel fees, call-out fees, or materials (e.g., boxes, packing materials).

   • Discounts or Promotions: If you’re offering a discount, you can apply it here.

6. Set Payment Terms:

   • Specify the payment terms (e.g., Due Upon Receipt, Net 15, or Net 30).

   • Include your preferred payment methods (credit card, bank transfer, etc.).

7. Review the Invoice:

   • Double-check the invoice for accuracy, ensuring all services and charges are listed correctly.

   • You can preview the invoice before sending it to ensure it looks professional and complete.

8. Send the Invoice:

   • Once you’re satisfied with the invoice, click on ‘Send Invoice’.

   • Moverbase will allow you to send the invoice via email to the customer. The customer will receive a digital copy with all the payment details.

9. Track Payments:

   • After sending the invoice, you can track the status of the payment (whether it’s paid, overdue, or pending) from the ‘Invoices’ section in Moverbase.

   • If needed, send reminders to the customer for any overdue payments.

10. Download/Print Invoice (Optional):

    • You can download or print the invoice in PDF format for your records or to provide the customer with a hard copy.

Best Practices for Invoicing:

• Accuracy: Double-check that all services, fees, and totals are correct before sending the invoice.

• Clarity: Make sure the invoice clearly explains the services provided, charges, and payment instructions.

• Timeliness: Send the invoice promptly after the move or as per the agreed-upon terms.

By using Moverbase’s invoicing feature, you can streamline your billing process, making it easier to get paid on time while maintaining a professional image for your business.