With Valcre, you can track billing and invoicing in one place, making monitoring status, analyzing growth, and retrieving past records easy. This guide walks you through the invoicing and payment process.

Choose your preferred learning format:

• Video Tutorial 
• Step-by-Step Guide  

Prerequisites

• Subscription Tiers: Advanced, Professional, Enterprise
• Job Requirements: The job must be completed with fee details added.

 

Video

Please note that the platform has been updated since the formation of this video, the process and steps  is the same, however it may look slightly different.

 

How-to Guide 

Invoicing

Step 1: Log in and Locate the Job Record

Sign in to Valcre Online and open the job record you want to invoice.

 

💡Pro tip: Use the search filters to help narrow down the job options.

 

Do you need to create a job? Learn how to create your first job here. 

Step 2: Set the Invoice Date

In the Dates section, enter the date the invoice was sent in the Invoice Date field.

Step 3: Export the Invoice

Select Export As from the top menu and choose Invoice. This will download a firm-branded invoice to your device.

Step 4: Add Wire Instructions

All relevant information will be pre-filled; scroll to the bottom to locate Wire Instructions and enter the relevant details.

Step 5: Convert and Send

Convert the invoice to a PDF and send it to your client.

 

Recording a Payment

Step 1: Enter the Paid Date

In the Dates section of the Job record, enter the payment date in the Paid Date field.

Step 2: Enter the Amount Paid

In the General section, input the amount received in the Amount Paid field.

 

Step 3: Close the Job

In the General section, use the Status drop-down to select Closed.

 

Continue your learning Valcre learning path with our next suggested guide: Creating and Managing Custom Fields.

 

Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!