Customer Invoicing - How does it work?

One Time Setup

1. Register with InLattice.
2. Install Quickbooks Plugin - When you login first time, application will prompt you to install plugin. Follow the instructions

3. Upload QuickBooks Customer List - This can be done using InLattice > Settings > QuickBooks Interface > Refresh Customer list option
4. Setup Customer Accounts in InLattice - Go to Settings > Add users to add customer accounts to InLattice. You will receive email notification with customer userid and password. (InLattice Support Team can set up user accounts, after the customer list is uploaded to InLattice)

5. Enter Invoice Extract Begin Date - Go to Settings > QuickBooks Interface > Enter Invoice Extract Begin Date and enter a date.

Whenever new customers added to QuickBooks,
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.

Sending Invoices to customers - Recurring Process:

1. Create Invoices for the customers in QuickBooks.
2. Login to InLattice account using Internet Explorer
3. Click on Import > Invoices

4. All invoices created in QuickBooks since last import will be uploaded to InLattice > Invoices > Draft folder. You will be directed to Invoices > Draft folder

5. Attach any supporting documents
6. Send the invoices to customer.
7. Customers will get an email notification.
8. Customer can click on the link to view the
9. Export Payments to QuickBooks. Invoices will be marked as paid, if online payment is enabled.

Customer viewing invoices:

1. Customer will receive the email alert
2. Customer can click on the email link to view the invoice.

3. Also, by logging into the online portal, customer can view all invoices received.
4. If online payment option is set up, customer can authorize payments online.

For additional support, please contact us at support@inlattice.com