Select an invoice section

Click a highlighted field or heading on the original invoice to see how to complete it.

Invoice deadline: 5:00 PM on the listed due date. Late invoices will not be processed for that pay period. Payment will be deferred until the next scheduled pay period.

Before you start

In the shared Affiliate Documents folder, find the correct template and the current annual pay-period schedule. Choose File → Make a copy and save the copy in a private folder in your own Google Drive — never in the shared Affiliate Documents folder, where other affiliates could see client information.

Payment collection policy

Use Square in person, card on file, or direct insurance billing whenever possible. E-transfers and Square invoice links are exceptions, not routine methods. Do not provide another session while a family has an outstanding balance unless Bloom has approved an exception.

Submitting and reconciling

Email your editable Google document (link with access granted specifically to bookkeeping, or editable attachment) to bloomlakeshoreinvoices@gmail.com by 5:00 PM on the due date. Late invoices are not processed in the current pay period and payment is deferred until the next pay period. Do not submit a PDF. Chris reviews the invoice, corrects errors and may apply individual adjustments. Bloom emails a finalized PDF and may flag outstanding payments or ask for clarification. Respond to follow-up questions promptly.

Before-submitting checklist

Submit by 5:00 PM on the due date; check the pay period; client names and services; payment methods and insurer names; split-payment amounts; paid versus pending cancellation fees; session counts; applicable rates; calculations; deductions; signature; and private sharing permissions.

This tutorial uses the actual Full-Time Lakeshore invoice PDF as its visual reference. It does not edit or submit invoices.