How do I set up fortnightly visits with monthly invoicing when using Xero or QuickBooks?

If you visit customers fortnightly but want to bill them monthly, and you use Xero or QuickBooks as your accounting software, here’s the best approach.

Recommended method

1. Set your visits to not require invoicing - When creating or editing your fortnightly visits, uncheck the “Requires Invoicing” option
2. Create a recurring invoice directly in your accounting software - Set up a monthly recurring invoice in Xero or QuickBooks for the customer instead of generating invoices through SortScape

Why this works best

• Your scheduling and visit tracking stays in SortScape
• Your billing is managed directly in your accounting software where you have more control over recurring invoices
• You avoid the complexity of trying to combine multiple fortnightly visits into monthly invoices