Key Steps
Step 1: Schedule Job and Record Weights 0:00
Access the calendar to schedule the job.
Record the drop-off date and any relevant LiveWeights.
Mark animals as killed and harvested with appropriate dates.
Step 2: Input Hanging Weights 0:22
Enter the hanging weights for the animals (e.g., 500 lbs, 600 lbs).
Save the weights to proceed.
Step 3: Prepare Cutsheets 0:40
Ensure each Cutsheet includes pricing details (dollars per pound) as this affects the invoice.
Step 4: Choose Invoice Type 1:49
Decide between a single invoice (one producer) or split invoices (individual for each contact).
Select the appropriate option based on who is responsible for payment.
Step 5: Adjust Pricing as Necessary 2:36
Adjust kill slot pricing if needed (e.g., mark as zero for loyal customers).
Input custom Cutsheet pricing based on hanging weight.
Step 6: Calculate Additional Charges 3:28
Enter any extras (e.g., burger patties) and their weights.
Include any additional charges or discounts (e.g., late pickup fee, holiday discount).
Step 7: Finalize Invoices 4:50
Review all entries for accuracy.
Save the invoices but note they are not complete until sent.
Step 8: Send Invoices 6:12
Finalize and send invoices via email if using Stripe.
If not using Stripe, download the invoice for manual distribution. You can still click 'Finalize and Send', which will finalize the invoice and change the status to Open, but nothing will send unless you're connected to Stripe
Step 9: Mark Invoices as Paid 7:13
Once payment is received, mark the invoice as paid.
Once all are paid, mark the job as complete.
Cautionary Notes
Ensure all Cutsheets are filled out completely to avoid discrepancies in invoicing.
Double-check pricing per pound and additional charges before finalizing invoices.
Tips for Efficiency
Use templates for Cutsheets to save time on data entry.
Regularly review pricing structures to ensure they are up-to-date and competitive.
Keep a checklist of required information for each invoice to streamline the process.
You can do all of this from the invoices tab as well under Jobs.
Just click Finalize and Send to move from draft to open, this also sends the invoice via Stripe if it is connected. If Stripe is not connected, all this does is move the invoice from draft to open. Then click Mark as Paid to move the job to Paid.