Invoice by Job Type

Invoices in SingleOps are created based on the Job settings. It is not possible to create an Invoice without a corresponding Job. 

The time of Invoice creation varies by the Job and Invoice Type selected during Job creation.

 

Invoice One-off Jobs:

  • All One-off Jobs use Per Visit Invoicing
  • Invoice Date - This defaults to the Scheduled date. However, a manually set Invoice Date will override all other settings.

  • The Invoice is created when the Job is in the Active Stage (either Created as Active, or a Proposal is Accepted and the Job moves to the Active Stage)

  • "Today's Date" - a setting can automatically make Invoice Dates as today's date when creating One-off Jobs.  This setting is under Account Settings in the Jobs section: "Default Invoice Date to Today".

  • Split One-off Jobs & RUPs
    • Each Split Visit on a Split One-off Job will have its own Per Visit Invoice
    • To combine all Split Visit Invoices for a Job into one billing document, use the Rolled Up Invoice (RUP) feature
    • RUPs are created manually, and the Invoice Date can be dictated when creating the RUP. For more information on this, please see RUPs.

Invoice Recurring Jobs:

  • Per Visit - When the Job is in the Active Stage (either Created as Active, or a Proposal is Accepted and the Job moves to the Active Stage), the Invoice is created.
  • Fixed Invoice - on or before the stipulated date, as dictated in the Invoice Lead days setting. This setting is located in:  mceclip0.png Admin > Account Settings > Jobs > Invoice Lead Days? (Below)

 

 

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