Yardbook Invoices

Discussion in 'Business Operations' started by Mark Stark, Apr 23, 2018.

  1. Mark Stark

    Mark Stark LawnSite Member
    Messages: 198

    Hey Everyone!

    We're new to using Yardbook and came across a a couple of issues that I can't find an answer for in their help section.

    1. Is there a way to sort the paid invoices by the date they were paid? Currently, I need to open the invoice in order to see the date it was paid. This is cumbersome when doing our accounting work.
    2. A client left a tip but I can't find that information anywhere on their paid invoice. I only see it on the email that Yardbook sent. Is there a way to find this information without searching our past emails?
    3. Is there a way to "mark" or archive invoices that are paid? I like to archive or separate invoices that are both paid AND logged into our accounting software. This makes it very unlikely that I'll double log something by mistake.


    Thanks for any help!
     
    Last edited: Apr 23, 2018
  2. Eco Land and Lawn Care

    Eco Land and Lawn Care LawnSite Member
    Messages: 56

    If you click on the Payments Tab on the left it will show you what day you received payment from customers and the invoice number that payment was tied to. Is that helpful?
     
    Mark Stark likes this.
  3. Eco Land and Lawn Care

    Eco Land and Lawn Care LawnSite Member
    Messages: 56

    By the way.
    I cannot help with the other questions.
     
  4. Cdlong27

    Cdlong27 LawnSite Member
    from South
    Messages: 145

    I believe there is a report you can run based on payments.
     
    Mark Stark likes this.
  5. Mark Stark

    Mark Stark LawnSite Member
    Messages: 198

    Yes! Thanks for the info! I'll check that out tomorrow morning.
     
  6. BigJlittleC

    BigJlittleC LawnSite Gold Member
    from Chicago
    Messages: 3,494

    Any questions I had for yardbook was quickly answered though the help platform.

    You can broswe their faq and submit a ticket here. https://support.yardbook.com
     
    Mark Stark likes this.
  7. Mark Stark

    Mark Stark LawnSite Member
    Messages: 198

    Thanks! I posted 1 of the questions and was waiting to hear back. By the time I submitted that question, I came up with the others. I was getting a bit impatient.

    I've been using Freshbooks for invoicing for years but was hoping Yardbook would work well for the lawn company since we use it for scheduling already.
     
    Last edited: Apr 23, 2018
  8. BigJlittleC

    BigJlittleC LawnSite Gold Member
    from Chicago
    Messages: 3,494

    In the past the few times I posted a ticket I had a reply within 24 hours. It's been awhile since I've had a question so response time might very.
     
  9. Cjames808

    Cjames808 LawnSite Member
    Messages: 162

    They are great at helping and resolving issues or answering questions. Especially if you have a premium account.


    We use yardbooks for invoicing and estimates via email. That’s it, everything else is done in quickbooks cause it has to go there for accurate bookkeeping.
     
  10. Mark Stark

    Mark Stark LawnSite Member
    Messages: 198

    Is premium worth it? I didn't even know they had a premium option.

    I guess I should dig into a bit more!
     

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