Invoices
Billing runs, reviewing and approving invoices, closing a run, and exporting.
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How invoicing works
How Fluent turns each period's work into customer invoices, from rate cards and review to closing, exporting, and QuickBooks.
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Set up billing runs
Set the schedule Fluent uses to group each period's work into invoice runs and pay runs, then change it or add exceptions later.
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Review and approve invoices
Check the invoices Fluent drafts from completed appointments, answer each flag, and approve them in Billing › Review.
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Close an invoice run
Close an invoice run once every invoice is approved, and download its files or open the QuickBooks sync in the same step.
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Export invoices
Export approved invoices as PDF, CSV, or Excel files to send or import yourself, or sync a closed run to QuickBooks.
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Sync invoices to QuickBooks
Create a closed invoice run's invoices in QuickBooks Online, match their customers, and follow each invoice's QuickBooks status and payments.
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Invoice and run statuses
Every status chip and second line on invoices, invoice runs, and pay runs in Billing, what each one means, and what to do next.
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Correct a closed invoice
Answer a voucher or rate change that reaches a closed invoice by revising it, billing the difference on a new document, or keeping it as billed.
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Invoice review flags
Every flag the invoice review can raise, what raised it, how to clear it, and which flags you can approve as billed.
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Track invoice payments
Mark a closed invoice paid or undo it, let QuickBooks report payments for you, and find the invoices your customers haven't paid.
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Form fields
Choose which appointment details Fluent adds to invoice line descriptions, with presets you share between customers or set for one customer.