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How-To: Run and Manage Invoices in Performance Beef (Step-by-Step Guide)

Strive to be more transparent with the help of Performance Beef feedlot invoice reports. Whether you are a custom feeder or manage your own cattle, read the steps below to learn how to run an invoice report.

  1. Click the Reports tab on the left side of your Performance Beef account.
  2. Click on the drop-down box on the upper left corner of the screen and select Invoice (A or B).
  3. Click on the second drop-down box from the upper left corner of the screen and select the Group ID or Group Owner you want to see an invoice report for.
  4. Click the two white date drop-down boxes and choose the invoice period for your report.
  5. Click the Run Invoice button on the right side of the screen.

Creating and Managing Custom Invoices

Add the Invoice tab to your Performance Beef account

  1. Navigate to Webview
  2. Access Account Settings
    1. Scroll to Tab Bar Settings and for Manage Invoices, select "Show"

Creating an Invoice

    • Navigate to the Invoice tab in the left panel of the screen
    • Select Add Invoice
      • Choose Owner from the drop-down menu
      • Apply desired Start and End date
      • Select a Sent and Due date
      • Enter a Tax Rate and Terms if needed
      • Click Recalculate and then tap Save

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Reviewing Invoice Ledger

      • Click on categories In Progress, Draft, Sent, Overdue, Paid and Outstanding to view corresponding invoices

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Paying an Invoice

  • Navigate to View/Edit on desired invoice
  • Select Add Payment
  • Enter payment Method, Amount, Date and select Save Payment

Connecting to QuickBooks

  • Open Account Settings
  • If your Invoices tab is not currently visible navigate to Tab Bar Settings and for Manage Invoices select "Show"
  • If your Invoices tab is visible navigate to the Connect area near the bottom of Account Settings then Connect to QuickBooks
  • Press Connect when asked to connect to QuickBooks
  • Login to QuickBooks account when prompted
  • Click Connect to link Performance Beef account to QuickBooks

Linking and Viewing Invoices From QuickBooks

  • In Invoices tab select desired invoice
  • Click Link to QuickBooks and then hit Save

Note:

    • QuickBooks manages invoice taxes once the accounts are connected.
    • The Invoices tab balance is calculated using QuickBooks rounding. It may be different from invoices in the reports tab.
  • Information only flows from Performance Beef to QuickBooks not inversely.

Note: To print or save the invoice as a PDF on your computer:

  1. Click the green Print button on the upper right corner of the screen. 
  2. If you would like to exclude specific sections from the report, click on the section headings or the black dash marks.
  3. If applicable, use the white drop-down box to the left of the print button to select Between Groups to separate each group to their own page(s).
  4. Click the green Print button on the upper right corner.
  5. In the Destination drop-down:
    1. Select your printer name to print.Then click Print on the lower right corner. 
    2. Select Save as PDF to save the invoice to your computer. Then click Save on the lower right corner. You will be prompted to name the file and choose where you would like the file to be saved. 

 

There are two invoices available, labeled as (A) or (B). Invoice (A) is a simple report displaying a feed, cost, and yardage summary. Invoice (B) displays much more detail in regards to the feed and cost summary including performance values and cattle movement breakdowns. Feedlot invoices can be generated by a Group ID or by ownership. Owner invoices will display group by group information, as well as a total expense to the owner. In order to generate accurate invoices, feed prices, added costs and yardage must be correct.

 

Our Customer Success team is here to help. If you have questions, contact us by calling 515-337-2187 or email us at support@cattlekrush.com. Be sure to take advantage of our complete resource library and how-to videos created to help you succeed.

 

Updating Feed Ingredient Information - Adjust feed ingredient prices, dry matter percentages, NEg values, and NEm values for past dates.

Adding a Cost - Read this article to learn how to apply non-feed costs to any group or pen.

Viewing Head Count by Owner - Use Analytics and Reports to view owner head count totals.