Intro to Invoicing
Navigating to Invoicing
Accessing the Invoicing Area is easy in the Main Menu.
Invoices at a Glance
The Invoices List
Limiting Pricing Visibility
You can decide who sees pricing and specifically limit the visibility of item, customer, list or total pricing for each user in the system. This allows your technical staff to focus on the delivery of service while sales, ownership and management can decide separately on individual charges when invoicing.
What are Visit Reports (Field Slips)?
Visit Reports include all the details about a Customer Visit as reported by the Technician
- Usually entered in the App by the Tech
- Usually based on the scheduled Visit details created before the visit, but can also be created from scratch in the App
- Can also be created in the Web System
Field Slips have all the information useful for Billing
What are Invoices?
Invoices are sent to Customers for Payment
- Usually made up of one or any number of Visit Reports, but can also be created from Scratch
- While you can adjust the pricing of individual line items in the Field Slips these are carried over to the Invoice
- Can also be created from Estimates instead of Field Slips
- Based on individualized Custom price for each Customer if setup.Field Slips have all the information useful for Billing
No need to retype anything when creating Invoices. Easy to generate and send out.
How to Create Invoices
Three Easy Ways
From Field Slips
Push Field Slips into a new or existing Invoice
- Easiest for example for monthly billing or weekly visit.
- Select Visit Reports (Field Slips) and move them to an Invoice.
- Add Visit Reports (Field Slips) to an existing Invoice.
- Invoice will show each visit and its details.
From Estimates
Push existing Estimate into an Invoice
- Easiest when the cost of the work was pre-agreed.
- Not based on the volume or the details of the work performed
- Field Slips will correspondingly be closed out.
- No need to retype anything when creating Invoices. Easy to generate and send out.
From Scratch
Type in all Details of Invoice
- When no Visit Report or Estimate exists
- Easy to use Invoice Builder
Turning Visit Reports (Field Slips) into Invoices
In Field Slips select the Field Slips you want to add to a New or Existing Invoice.
Add Field Slips to an Existing Invoice
In Field Slips select the Field Slips you want to add to a new or Existing Invoice.
Turn an Estimate into an Invoice
When you’ve already agreed to a price, easier to base the invoice on the original Estimate.
Create an Invoice from Scratch
The Invoice Builder makes it easy to create an invoice from scratch, something which should be rarer and rarer in practice.
The Info Sidebar
When working on Invoices, the right sidebar will provide you a lot of useful information at your fingertips to complete your preparation. No longer do you have to run around in multiple systems to find out a Customer’s specific price or mailing preferences.
The Information Header
When working on Invoices, the right sidebar will provide you a lot of useful information at your fingertips to complete your preparation. No longer do you have to run around in multiple systems to find out a Customer’s specific price or mailing preferences.
The Action Footer
When working on Invoices, the right sidebar will provide you a lot of useful information at your fingertips to complete your preparation. No longer do you have to run around in multiple systems to find out a Customer’s specific price or mailing preferences.
