Next step: Create invoices, send to email drafts, send from Gmail, then mark sent
Create invoices
0 pitches ready with a new reading on 2026-11-13. Raise one pitch or the whole walk. Test A–E are never in the monthly batch.
Pitch fees and HMO (not electric)
Raise Friday HMO invoices and 1st-of-month pitch fees for the bank. They are not emailed unless the customer asked.
Invoice list (0)
Browse every invoice: draft, in Gmail drafts, sent to the customer, paid or void. Open one to see the letter.
Ask Grok — create the invoice drafts in Gmail (0)
No invoices waiting. Tick new invoices here when you have some.
In Gmail drafts — mark invoices as sent (0)
None waiting. After Grok has put them in Gmail Drafts they appear here.
Finish this month (every pitch)
Whole-site close only, after the monthly invoices. Copies every present reading to next month’s opening and empties every present box. Do not use for one leaver — use Roll this pitch only.
Xero CSV for Gaynor
Download York South Ltd (VAT) and Roydon Lodge (no VAT) as two separate files. Sent or paid invoices only. Test pitches left out.
Outstanding payments
Green — nothing outstanding. Match payments from a Barclays PDF below.
Payment matching
Barclays PDF for York South Ltd, Virgin PDF for Roydon Lodge. Exact matches are marked paid automatically.
Payment reports (0)
Two separate reports: York South Ltd (Barclays) and Roydon Lodge (Virgin). Search any field.