Billing

Manual Invoicing
From Accounting / Billing Open up the invoice you want to work with by double clicking it. Enter in all field ticket information including; travel a...
Tue, Nov 3, 2020 at 11:00 AM
Searching For An Invoice
From Accounting / Billing From the Filtering Options on the Right hand side of the screen and enter the invoice number and click on search.  In order to...
Tue, Nov 3, 2020 at 11:08 AM
Filtering To See Which Invoices Are Not Processed
From Accounting / Billing From the right hand side of the screen under Filtering Options. Change the invoice processed status to “Not Processed...
Fri, Jan 10, 2014 at 10:56 AM
Invoicing Utilizing the Pricing Feature
From Accounting / Billing   Open up the invoice you want to work with by double clicking it.   Enter in all field ticket information including; travel a...
Tue, Nov 3, 2020 at 11:12 AM
How to bill and invoice for tax only
If you need to bill and invoice for tax only, follow these steps: 1. Add a job to the books if you want it to reference the job. 2. Go to the inv...
Tue, Nov 15, 2022 at 6:01 PM
Remove Fuel Surcharge From An Invoice
Sometimes it is necessary to remove the Fuel Surcharge for only one Invoice, the easiest way to accomplish this is by the following steps. 1. Find the i...
Fri, Oct 22, 2021 at 11:47 AM
Allowing or Preventing Duplicate Invoice Numbers
You can allow or disallow duplicate invoices by going to Company / My Company / Advanced Defaults and selecting your preferred option.
Wed, Nov 17, 2021 at 7:54 AM
Mark Existing Invoices as Emailed
Manually mark existing invoices as emailed for internal reference and tracking Overview After billings are set as “Emailed” by the user, this change can b...
Wed, Nov 30, 2022 at 1:46 PM
Jobless Invoice
Overview A jobless invoice is an invoice that is not associated with a completed job. Instead, it can be generated for miscellaneous charges or line items ...
Fri, Aug 18, 2023 at 11:29 AM
Merged (Consolidated) Invoices
Overview Standalone (job-based) invoices for the same customer can be merged, or consolidated under a "parent" invoice. The parent invoice can th...
Thu, Aug 10, 2023 at 9:54 AM