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ServiceM8 invoicing
- How do you send automatic invoice reminders from ServiceM8?ServiceM8 how-toServiceM8's Payment Follow Up automation chases unpaid invoices by email or SMS. How to set it up, how Xero's reminders differ, and which one to switch off.
- How do you invoice the real estate agent but send the tech to the tenant?ServiceM8 how-toMake the real estate agency the ServiceM8 client, the rental the job address and the tenant the job contact. Setup, the sites option, and what reaches Xero.
- How do you import supplier invoices into ServiceM8 jobs?ServiceM8 how-toServiceM8's Supplier Invoice Import reads any supplier's PDF invoice and files it on the job by PO. Setup, the manual route, and getting costs on the job.
- How do you invoice progress claims in ServiceM8?ServiceM8 how-toServiceM8 partial invoicing raises each progress claim as its own invoice but keeps no claim schedule or retention. How to run claims and what to track.
- How do you get the customer's PO number onto a ServiceM8 invoice?ServiceM8 how-toPut the customer PO on a ServiceM8 invoice with the job.purchase_order_number field, and get it into Xero's Reference. The template edit and the Xero setting.
- Can ServiceM8 put weekly recurring jobs on one monthly invoice?ServiceM8 how-toWeekly recurring jobs in ServiceM8 make one invoice each. Three ways to bill a customer once a month instead, with the trade off of each and how Xero fits.
- How do you take a deposit invoice in ServiceM8?ServiceM8 how-toServiceM8 takes deposits natively, by partial invoice or by ServiceM8 Pay on quote acceptance. Steps for both, how each lands in Xero, and the catches.