There are four ways to bill service tickets. Traditionally you can simply navigate to the ticket’s billing tab, select the correct bill to on the customer’s account, and click Create Invoice. But you can also bill using Third Party Billing, Add to Next Cycle, and Batch Billing.
Create Invoice
To bill a ticket the traditional way, add all charges to the ticket, resolve the ticket, then navigate to the billing tab and select the Create Invoice option.
Third-Party Billing
This is for use when the service ticket is on one customer’s account and the invoice needs to go to a different account. In this case, you can check the Third Party Bill To box on the billing tab, search for the other customer, and then create the invoice.
- Note: this is not the same as billing sub-accounts to master accounts. If a subaccount is set up to bill service ticket invoices to the master it will do so automatically. There is no need to select third-party billing.
Bill to Next Cycle
If the customer has recurring on their account you may choose not to create a service ticket invoice, and instead apply the charges from the ticket to the next recurring cycle invoice. If this option is selected all of the charges from the ticket will appear on that customer’s next recurring invoice.
Batch Billing
The Batch Billing feature can be used on inspection and service tickets to bill multiple service tickets at one time. Batch billing cannot be used for group tickets. Before beginning batch billing make sure all tickets have been reviewed and payment method has been selected on the ticket if applicable. To begin:
- Access Batch Billing by going to Service – View tab – Batch Billing.
- At the top select what the invoice date should be for all invoices, whether or not the resolution note should be added to the invoice memo field, and whether the ticket should be auto-closed when invoicing is done.
- Check the box for each ticket you want to create an invoice for and click the Create Invoices for Select Tickets button
- The system will pop up and ask you to verify you are ready to create the invoices. Select Okay and invoices for each ticket will be generated. The generated invoices can be accessed the same and appear the same as invoices created manually on each ticket.
