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Customer, Invoicing and Payments Updates

Matt B, Marketing Coordinator

Apr 17, 2016 @ 7:35PM

Sub-Customer (Parent and Billable) 

Do you do commercial work? Need to bill one contact for service at another address? The new sub-customer feature is for you.

Attachments on Invoices

Add attachments to your invoices. Send customers everything they need in just one email.

Partial Payments on Receipts

Do you accept partial payments? Now the system supports that.

Sub-Customer (Parent and Billable) 

sub-customer (parent and billable)

You can now designate different billable customers to jobs. The feature can be accessed from the 'add customer' or 'edit customer' windows on the web portal. The parent customer (billable customer) needs to be an already existing customer in your list. To assign the billable customer, simply begin typing the customer name in the field and select from the drop-down list.

drop down list

On any main job screen, you can locate the billable address under the customer contact information box in the upper-left hand corner. Additionally you will be able to find parent and sub-customer roles on each corresponding customer page. If you would like to remove or replace a billable customer, you can simply click on the 'x' above the customer name and either enter a new billable customer or leave the field blank. 

Attachments on Invoices

attachments on invoices

Attachments can now be added to invoices. It is important to note that attachments must first be added to a job in order to include them on the invoice corresponding to that job. Once you have attached your file(s) to your job, click on the invoice button and select the 'Attachment' button on the lower left-hand corner of the window. This will open up a new window allowing you to select which attachment you would like to add to the invoice. 

Partial Payments on Receipts

partial payments on receipts

Partial payments collected on any job will now show up with their corresponding details on receipts. With this feature, you can keep track of amounts, dates, and times for every partial payment working up to payment completion. After every partial payment is received, the outstanding balance will adjust automatically.

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