Flow of Parts from Shopping List to Invoicing Report - Skimmer Help Center
Watch the video or scroll down for step-by-step instructions.
Step-by-step instructions
Have you ever purchased an item for a customer, then forgotten to include it in that month’s invoice, essentially giving the customer that item for free? Well, with Skimmer, that won’t happen anymore. Starting on the Shopping List, note that we've added two items for this customer.
Navigate to the customer's current route stop for today. In addition to entering the other route stop information, swipe to mark these items as installed.
When Skimmer syncs next, your data will be sent up to the cloud, including these installed items for your customer.
Log into your web portal on getskimmer.com, then click on the Invoicing Report in the menu to the left. Navigate to your customer and click. On viewing this current invoicing report, you'll see the items installed.
If you're a Skimmer customer wanting to unlock full access, please create an account with the same work email address associated with your Skimmer account. If you don’t use Skimmer, you can still create an account but will be granted general access. Please email community@getskimmer.com if you have any questions.
