Automate and simplify our invoicing function/process
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Post a project like this1888
$150
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- Proposals: 6
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- #2281917
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Bahawalpur
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Description
Experience Level: Expert
PROJECT SUMMARY
Caribbean Telehealthcare Services is a medical emergency alarm
service provider based in the Caribbean (Barbados). CTS has a client base of xxx and are currently reveiwing its processes and functions for the issuing of invoices.
CTS would like to commission the services of someone that can provide training, on how to use QuickBooks to generate an automated statement on a quarterly basis. The quarterly statement will include activity from the preceding 3 months and payments due for the 3 months to come.
At present QB is used to manually generate client invoices on a monthly basis.
We view this as a two-part project in that the training will cover setting up and uploading the statement template (sample template is attached) and secondly, utilising QB to run the reports on a quarterly basis.
We also require guidance on addressing the following:
a) Bringing a new client into the Statement period
b) Client pays for product purchase and /or monthly subscription by instalments
c) Payer and end-user not necessarily the same person
d) Discounted prices – e.g., one account but 2 individuals (husband /wife, sister/sister, ex-husband/ex-wife....)
f) Various prices associated with the same product
g) Large corporate discounted group pricing.
h) Operation of a Payment In Advance scheme – giving 'free' subscription periods for clients who make their subscription payments in advance.
We look forward to hearing from you.
Kind regards,
Levi
Caribbean Telehealthcare Services is a medical emergency alarm
service provider based in the Caribbean (Barbados). CTS has a client base of xxx and are currently reveiwing its processes and functions for the issuing of invoices.
CTS would like to commission the services of someone that can provide training, on how to use QuickBooks to generate an automated statement on a quarterly basis. The quarterly statement will include activity from the preceding 3 months and payments due for the 3 months to come.
At present QB is used to manually generate client invoices on a monthly basis.
We view this as a two-part project in that the training will cover setting up and uploading the statement template (sample template is attached) and secondly, utilising QB to run the reports on a quarterly basis.
We also require guidance on addressing the following:
a) Bringing a new client into the Statement period
b) Client pays for product purchase and /or monthly subscription by instalments
c) Payer and end-user not necessarily the same person
d) Discounted prices – e.g., one account but 2 individuals (husband /wife, sister/sister, ex-husband/ex-wife....)
f) Various prices associated with the same product
g) Large corporate discounted group pricing.
h) Operation of a Payment In Advance scheme – giving 'free' subscription periods for clients who make their subscription payments in advance.
We look forward to hearing from you.
Kind regards,
Levi
Levi S.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
50%
Last project
11 Feb 2019
Barbados
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