Service Report

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• To do this, first navigate to the “Service Reports” section in the left-hand menu.
• Then select the plus icon at the top right to create a new service report.
• If you’ve already created service reports, Quick Access makes it even easier.
• Hover over the plus icon in your browser.
• On your mobile device, press and hold the plus symbol.
• You’ll then see a list of your most recent service reports.
• The service period is determined automatically.
• Adjust the period if needed.
• Use the preview to review the services you and your team provided during this time.
• You can also correct individual entries right here.
• Just make your changes – and you’re done.
• Then return to your service report.
• Adjust the date and due date if needed.
• Then scroll down to the details.
• Select a different recipient if necessary, and choose whether you want to sign the service report.
• Use the preview to review your document.
• How to set up your logo, company details, and signature is explained in a separate tutorial.
• You can save the service report and continue working on it later, or select the envelope icon to send it directly to your client.
• The client receives an email with the service report attached, along with a link to the Touchpoint where they can confirm the service digitally.

Congratulations – you’ve just sent your first service report.

Invoicing

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• To do this, first navigate to the “Invoices” section in the left-hand menu.
• Then select the plus icon at the top right to create a new invoice.
• If you’ve already created invoices before, Quick Access makes it even easier.
• Hover over the plus icon in your browser.
• On your mobile device, press and hold the plus symbol.
• If you want to create your invoice based on an approved service report, go to the “Service Reports” section in the left-hand menu.
• Then open the service report from which you want to generate the invoice.
• Scroll all the way down.
• Select the “Create Invoice” option.
• Use the preview to review the services you and your team provided during that time.
• Return to your invoice.
• Adjust the date and due date if needed.
• Then scroll down to the details.
• Select a different recipient if necessary. If you’ve agreed on special terms with your client, you can enter them here.
• If you’re using Blitzy in a European country, the current valid VAT rate is applied automatically.
• Decide whether you want to sign your invoice.
• Use the preview to check your document.
• How to set up your logo, company details, and signature is explained in a separate tutorial.
• You can save the invoice and continue working on it later, or select the envelope to send it directly to your client.
• The client receives an email with the invoice attached and a link to the Touchpoint.

Congratulations – you’ve just sent your first invoice.