Ready to Run Billing to generate those invoices? Here are the steps to do that!
First, we head over to the Run Billing page. From the main page of your Paythepoolman account, click on “Billing” in the black sidebar to the left of the screen. Then select “Run Billing”
Next, check out the two options to the right side of the page under “Billing Area" which are “Run Billing” and "Pending Invoices."
(SPECIAL NOTE: If you discover that the date ranges under "Run Billing" are grayed out and you can’t make changes, it’s probably because you have PENDING INVOICES. If there's a number box next to Pending Invoices, this is why you can’t make Changs to Run Billing yet. Pending Invoices will need to be cleared out, sent or deleted before you can run a new billing cycle.)
Once Pending Invoices are handled, it's time to Run Billing!
Enter the Invoice Date of your choice, then select the Due Date. 
Next, you'll enter dates for Weekly Billing, Per Service Stop Billing, and Chemical Charging. For each of these options, you can select either the MONTH you want to bill for or a specific DATE RANGE. These options will automatically retrieve the information from customer accounts in that billing cycle for that time period. 
Further down, you have the ability to add comments. Please note that these comments will appear on all the invoices in this batch. Comments are limited to letters and numbers, as special characters are not recognized and will not appear (i.e., the "@" symbol or "&")
Next to "Add Comments," you'll see the option called "Mass Billing Item"
Here, you can select an item to add to ALL INVOICES. This is a great feature when the pool season is coming to a close, for example, and you can add "Pool Closing" to all the invoices in the batch you're creating.
(Note: There is a default item list automatically loaded into your Paythepoolman account, and it's completely customizable. Or, you can add any items you want! To learn more about it, search our Help Pages for "Income Items" to further explore this feature!)
Now it's time to hit the magic button and RUN BILLING!
Once you Run Billing, you may see Pending Invoices, so head on over to the Pending Invoices article to learn more about those and what actions you can take :) Below is a short video to see the whole process!
https://share.cleanshot.com/fXG9MLyW
For further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!