If you would like to show in the Item Description what month the Pool Service you are billing the customer for, this can be done quite simply when you configure the Auto-Billing settings for the customer. The settings can be either configured upon initial customer creation, or edited after-the-fact if the customer already exists in the system.
For the purposes of this guide, there will have 3 new customers and 1 previous customer edited.
New Customers
1. Steven Strange – billed for 1 month of Pool Service for the current month
2. Tom Highway – billed for 1 month of Pool Service for the previous month
3. Charles Xavier – billed for 1 month of Pool Service from the 15th of the current month to the 14th of next month
Existing Customer to be Edited
1. Tony Stark will be billed for 1 month of Pool Service for the next month
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To input the month in the Item Description on an invoice for new customers, complete the following steps.
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The same settings for existing customers can be edited with the following steps.
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Now it is time to Run Billing...
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The resulting invoices are as follows...
If the steps outlined in this guide did not work for you to input the month on an invoice description, please call or text to 951-234-5166 or email us at support@paythepoolman.com.