When submitting bulk invoices for recurring services, such as pool cleaning, it is essential to follow the correct process to ensure accuracy and timely processing. Below are the steps to create and submit your bulk invoice correctly.
1: Create the Master Invoice
The master invoice serves as the primary document outlining the details of the recurring service. This should include:
- A description of the services provided
- The total cost of the service
- Invoice date and due date
The master invoice should be formatted like a standard invoice, providing a clear breakdown of what is included in the pricing.
2: Prepare the Excel Spreadsheet
Alongside the master invoice, an Excel spreadsheet is required to outline the specific details of the services provided. This spreadsheet should include:
- Property IDs (These can be obtained from the maintenance manager)
- List of homes serviced
- Dates of service
- Cost per home
- Grand total at the bottom of the sheet
A sample spreadsheet is attached for reference.
3: Submit the Bulk Invoice
Once both the master invoice and the Excel spreadsheet are prepared, submit them via email to:
bulkinvoicingap@firstkeyhomes.com
Ensure all required details are included before submission to avoid processing delays.
Resources
Review the Bulk Invoicing Template and Sample Invoice for Bulk Invoicing attached. Ensure all required details are included before submission to avoid processing delays.
Following this process will help streamline bulk invoicing and ensure timely payment for recurring services. If you have any questions, please contact the Accounts Payable team for assistance.