Outline / document invoicing MVP processes #84
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incoming-invoices.md
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| Go to `sheet 2` and fill in the invoicer's details there - banking, contact, etc. (screenshot) |
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As you've doubled up this section with creating new invoicers/amending existing ones, it's worth noting that this is where these paths diverge. If you've just amended details (everything except name) on an existing invoicer, my understanding is that after you've run the autocrat job, there's nothing more to do. Or is that the case at all given you don't mention running the autocrat job until the sending section below?
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Not sure I understand the question. Autocrat is triggered when a form is submitted, takes the details from the form (name/hours/etc.), applies the matching details from the invoicer tab (rate/email/etc.), and sends the email out.
So if you change an existing invoicer's name, you'd have to update their name on the Google Form.
But in your scenario where e.g. they get a pay bump so their rate goes up, all you need to do is change the rate - Autocrat won't run unless there's a job for it to run on (i.e. a form submission)*
*(Technically it probably gets triggered whenever you make any change to the spreadsheet at all, but unless there's a new job (form submission) for it to sort, nothing will happen.)
Is that what you're asking about? I've made a few more edits so hopefully that's more clear now
incoming-invoices.md
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| ### Setting up new invoicer / amending existing details | ||
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| After being granted access to the *Finance (private)* folder, go to `Invoicing`, where you'll find a file called `dwyl invoicing (responses)` |
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Slight lack of consistency with full stops (their existence at the end of a sentence preceding an image) but very much not a blocker.
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Full stops added at the end of sentences which aren't bullet points 😃
incoming-invoices.md
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| Go to `sheet 2` and fill in the invoicer's details there - banking, contact, etc. (screenshot) | ||
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| Now go to the form itself, `dwyl invoicing`, accessible from the same folder. |
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Worth noting this is a Google form? Just because people call spreadsheets weird things...!
incoming-invoices.md
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| `Autocrat` is configured to send & compile automatically, and pretty instantly, IN THEORY. | ||
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| For currently unknown reasons this doesn't always happen, so you may have to check the Sheet and trigger manually |
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Who does this? The finance person once someone tells them that their invoices aren't going through?
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I've added a note at the end of the form to say that if you haven't received an email within an hour, contact dwyl finance. This way we should get warning if autocrat is being temperamental
But there's really no way to be sure, so I've suggested that a weekly check is done to ensure there are no rows waiting to be processed.
Outlines the process for setting up new invoicers and making sure the autocrat system works so that invoices are sent to dwyl, the invoicer, and xero