Last updated on April 16th, 2024
Q: Can I create an invoice before the Bill of Materials is finalised, or before ordering any stock for the job?
A: Yes, although the kind of invoice you want to create will differ based on the type of job. The BOM is there to help you build quotes, but if your organisation has a different workflow it’s still possible to invoice without filling every part of it out.
If you just want to receive money prior to starting the job, though, you can also use prepayments to achieve the result you want.
Q: What options do I have for accepting payment in Gojee?
A: There are presently two options for taking payment from within Gojee – cash payments and digital payments processed through Square. In Xero, you can also record bank transfers which will be processed through the nightly Xero sync and visible in Gojee.
You can take cash payments directly from within Gojee for all invoices and prepayments. If you enable Square integration, you will also be able to take card payments through Square either physically or digitally. Please refer to the Organisation Add-ons page for more information.
Bank transfers can be recorded through Xero for invoices. On any invoice, click Open in Xero at the top right.
From there, you can record payments to your organisation’s bank or other fund accounts.
If you wish to see the payments in Gojee immediately, you can go to My Account and force sync invoice payments with the Sync Xero Now button.
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