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Invoicing
We have some commercial customers who require a standard diagnostic fee to be attached to every invoice we send them. Are there any recommendations to have a default billing code automatically added to every invoice without the technician or accounting "remembering" to add it each time we invoice these customer?
Comments
Ben,
I left this alone for a while in hopes of a positive answer. As far as I know, there isn't one. So, workarounds or reminders.
You could add that fee to the trip charge for that location. However, as that field doesn't actually do anything, and doesn't add to an invoice automagically, it's only a reminder. You can have it print in really big type somewhere on the dispatch if that helps.
You can also create a template for Invoices and load it before you start the actual body of the invoice, this can contain all the reminders, etc. that you need. But again it's not automatic, so you still have to remember to do it..
Ben,
I don’t know if this is exactly what you are looking for, but here is something to try. Have someone in the office create a quote then have them save it under memorize template. Then the next time you need to dispatch a tech the office would create a quote from load template. The final step is to create a dispatch from the quote. This allows the tech to view it on mobile as an invoice. They are able to edit it as well.
A little work up front, but end the end it saves time on site.
John
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