I’m trying to figure out the best way to turn the ticket work into invoices for customers. We have a lot of clients where we do break/fix work and then bill them for all of it at the end of the month on one invoice. The rates vary between clients. Right now, I have to add up all my time on my timesheet and then manually input it into our accounting system, Xero. I see some options to have a workflow from ServiceDesk to Quote to QuickBooks. I could move to QuickBooks but I can’t figure out the entire process. How are others handling this? Is there a built-in method or anything new coming out?
@Jimmy, thank you for the info. I read that documentation but didn’t understand it completely. Just to be clear, do you know if the process I described is achievable? I am going to open a trial of QB online but I want to have some idea of what I’m doing before the trial countdown starts.
@Damon C , thank you for the info, that is good. Can quotes be merged? We don’t need a separate quote for every service desk ticket. We group them for each customer at the end of the month and send a single invoice.