Invoices

Rosemark allows you to create Invoices directly from Shifts. Because the common parts of the scheduling and billing processes are shared, much duplication of effort can be eliminated. This also allows you to Bill in Advance, with changes to the billed amounts automatically calculated and represented on the next Invoice.

Invoicing Options

Currently, Rosemark offers two different ways to create Invoices. Both make use of the QuickBooks Connection.

Create Invoices, export them to QuickBooks

The most versatile way to create Invoices is to use Rosemark's Create Invoices option. This allows you to do your billing in the way that works best for your agency. If you bill in arrears only, you can choose to invoice only Shifts that have been Verified Complete. If you do any billing in advance, you can invoice for Open Shifts (Assigned & Verified will be included as well).

Once you have created the Invoices and closed them out, you can export the Invoices to QuickBooks. To see this part of the process, look at the Exporting Invoices section.

Note: you must have Shoshana enable Invoice Creation before you can start using this feature.

Billing in Advance

By creating and managing Invoices directly in Rosemark, you have the power to expand your billing options to include billing in advance. This means that you will be billing some or all of the services you provide ahead of time. The next time you Invoice a Customer, changes between what was billed and what actually happened will be reflected in the new Invoice as Adjustments automatically. This can improve your cash flow without adding a lot of complication to your billing process.

Export Shifts to QuickBooks

This approach involves exporting Verified Complete Shifts to QuickBooks, where they show up as Time Events that can be added to Customers' Invoices (as well as Employees' paychecks, if you are using QuickBooks for payroll). To explore this option, check out the Exporting Shifts section.