From 572abb6b907a315b20062c6035ab0ad078bb7fbc Mon Sep 17 00:00:00 2001 From: Dante Sanchez Date: Mon, 27 May 2024 14:34:30 -0400 Subject: [PATCH] add bookkeper-hypha process --- Finance/sending-invoices.md | 10 +++++++++- 1 file changed, 9 insertions(+), 1 deletion(-) diff --git a/Finance/sending-invoices.md b/Finance/sending-invoices.md index 1b235f3c..772cebea 100644 --- a/Finance/sending-invoices.md +++ b/Finance/sending-invoices.md @@ -24,7 +24,15 @@ The process for collecting payments from clients is as follows: > Access to the `Financial Planning` spreadsheet is controlled by the Finance WG. -## 2. Send Invoice in QuickBooks Online (Finance WG) +## 2 Send Invoice in QuickBooks Online (Finance WG) + +### Bookkeper + Hypha process + +1. Notify the bookkeeper that invoices are ready to submit. +2. Review the QuickBooks invoice after the bookkeeper sets is up. +3. Send the invoice to the client. + +### Hypha-only process Go to [Quickbooks Online](https://quickbooks.intuit.com/ca/).