Fixed Invoicing

What is Fixed Invoicing?

Using Fixed Invoices

When are Fixed Invoice Documents Generated?

When are Visits Added to Fixed Invoices?

What do Fixed Invoices Look Like?

 

What is Fixed Invoicing?

Fixed Invoices allow you to bill your customer a flat recurring rate, and is not tied to completed work. 

Example: You charge a flat rate of $500/month for recurring maintenance, regardless of how often you are onsite at a property.

 

Using Fixed Invoices

  1. Create a job in SingleOps
    1. Add Details: Customer, Job Name, Operation, Visit Location
      *Note: The Job Name will carry over when renewing recurring services. We recommend keeping the Job Name generic by using the default options of Client/Company Name or Billing/Visit Location. We do not recommend including the year.
    2. Add Location 
      Enter address in Visit Location field, address options will populate to select. 
      *Note: If visit address is the same as the billing address, select 'Use Billable Location' to fill in address.
  2. Is this a one-off job or recurring?
    Select Recurring
  3. Add Start Date & End Date
    This will determine your Invoicing AND visit schedule
  4. Do you invoice every visit or on a fixed schedule?
    Select Fixed Schedule
  5. Invoice Frequency
    This will determine the fixed invoice frequency and invoice date. Typically, this is set to monthly on the 31st, so invoices are created on the last day of the month. 
  6. Visit Frequency
    This will determine what days service will be performed.
  7. Work Estimate V Billables for Invoice 
    Fixed Invoicing will separate your item table into 2 distinct tables:

    1. Work Estimate
      Here you will add items for job costing, and scheduling your crews
    2. Billables for Invoice
      Here you will add the items for billing your customer that will display on the proposal and invoice. Note the number of invoices displayed in the blue circle. This is determined by the invoice frequency, start date and end date. 
  8. When finished, select Save & Close

 

When are Fixed Invoice Documents Generated?

Fixed invoices are generated based on the invoice date determined by the selected invoice frequency. Fixed invoices may generate ahead of the invoice date, if you have Invoice Lead Days applied in account settings. 

For example, if the fixed invoice is set for every 1 month on the 25th and lead days are set to 5, the fixed invoice document will be created on the 20th of each month.

To update lead days:

1. Navigate to: mceclip0.pngAdmin > Account Settings

2. Click on QuickBooks from the blue menu

3. Type a number into the box next to Invoice Lead Days?

*Note: If you need a fixed invoice to be generated early, contact SingleOps Support

 

When are Visits Added to Fixed Invoices?

Visit Information will not be included on fixed invoices. With fixed invoicing, the work being done is separated from the client facing information. 

 

What do Fixed Invoices Look Like?

 

 

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