Your Auto Billing Settings are completely customizable!
1) To begin, navigate to the COG icon in the upper right hand corner of the Main Screen in your Paythepoolman account.
2) Next, click on BILLING located on the black sidebar to the left of your screen. This will open your Customer Billing Setup!
3) Under BASIC BILLING, you can select between either your PRIMARY or SECONDARY BILLING LIST. (This is helpful for those who want to bill all Residential Customers as their Primary Billing List, and all Commercial Customers as the Secondary Billing List, for example.) Use the TOGGLE to the right of each selection to turn that option on or off.
4) Below that section, you'll see ADVANCED BILLING. These options include ACTIVATE BILLING PER STOP FOR SPECIFIC CUSTOMERS, ACTIVATE BILLING PER WEEK FOR SPECIFIC CUSTOMERS, and AUTOMATICALLY BILL FOR CHEMICALS USED DURING SERVICE. You can select ALL of these, NONE of them, or any combination of the three by toggling the option on/off, which is to the right of each option. Whatever selection you make, this information will be automatically pulled from your Active Customers' Profiles into the Invoices generated when you Run Billing.
5) Finally, you can click on the QUESTION MARK to the right of the screen to open a helpful video exploring that topic!
And that's it! Further customize your billing options when you build your customer profiles!
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. Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!