Are you ready to set up your customer's auto-billing?
(If a customer is added to Auto-Billing you can quickly complete your billing cycle based on the options chosen in this feature. If you would like to learn more about Auto Billing - check out the Help Page for Run Billing.)
Here's how to add it from the Customer Dashboard!
1. From the Company Dashboard customer search screen - type customer name and click "VIEW"
2. From Customer Dashboard menu you can click directly on "BILLING".
3. The "BILLING" screen will pop up. Complete Billing details. (There are preset billable or invoice items already created in Paythepoolman. If you would like to add custom billable or invoice items go to "BILLING" Menu on Company Dashboard. Choose "INVOICE ITEMS"
4. If you would like to add additional or advanced billing options to Customer Billing - these can be added on Company Settings Page.
5. A billing rate type (flat rate, weekly, or per stop) must be chosen in order for customer to be ACTIVE in autobilling.
6. Once you have completed auto-billing set up click SAVE.
And you're good to go!
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166
Have a nice day!