Now that you have recorded and posted jobs for your customer, you're likely at the end of the month and it is time to make some money on all that work! This manual will walk you through the few simple steps required to print bills from CLIPitc. Let's get started!
First, go to your invoice tab in CLIPitc.
Now, select your Invoice Date and Due Date.
Invoice Date is the date you are closing the monthly billing for. If you do billing at the beginning or end of the month, just use that date as the invoice date. This field is mandatory.
Cut-off Date is the date that you do not want to see bills after to prevent you from generating charges for customers that haven't been completely serviced.
Due Date will be used by as the date the bill is due to be paid. Once that Date has passed, the program will mark that invoice as overdue. This field is mandatory.
Below, you will see a screenshot of a few other options for creating invoices. Let's take a look at what these options are for.
Statement/Invoice radio buttons allow you to choose between sending a statement or invoice to your customer. Statements include the account aging information and the total amount due. Invoices include an invoice number, as well as total charges minus total payments for balance due at the bottom.
Sort by Account No will order your invoices by account number. If this box is left unchecked it will sort invoices alphabetically.
Include invoice Notes will simply print the invoice notes on the invoice that you have entered through recording work or through job notes.
Include Time in/Time Out to Description will print the times for when your crews started and stopped jobs for this customer. This will print for each service that is printed on the invoice.
Include Property Name in Descriptionthis will show which jobs were done for which property for your customers who have multiple properties.
Transfer $0.00 Transactions will include the work orders for installments.
Include Skipped Jobs on Invoices will include a line item for work orders that were skipped.
Show Per Item Sales Tax gives you the option to declare the sales tax as a separated line item on the invoice.
Include Unused Materials on the invoice will include the list of materials that you have attached to the job, yet didn't assign a quantity.
Print statement for overdue customers with no activity will generate invoices for customers that have past due balances but haven't been serviced recently. Useful if you're catching back up from a seasonal break!
Include "statements to be emailed" in printed report will include bills for customers that you've keyed an email address in and selected "Email Invoices" for in the list of invoices to be printed.
If you print your Contract Customers with your Non-Contract Customers be sure to process your installments first.
Include Installments must first be checked off before the following steps can be applied.
Month to Bill For will run the installment fee amount for the month you selected, and place the month name on the charge's description for documentation purposes.
Transaction Date will tell your customers when the installment amount was charged to their account.
Last Transaction Date is for your reference so you know the date of the last time you processed installments.
Once your have your Installment Month and Transaction Dates set, go ahead and click process. This will push installment amounts into your customer's history so they can be printed onto the invoices you are about to print.
You are now ready to print your invoices. To do that you can either print all of your bills at one time or one by one. Let's look at "Print by Individual first."
Print Individual Bills allows you to print bills at any time without affecting all of your other customer's bills. So if you want to print a one time job or just one customer's bills; this is where you will want to do that. Simply select the jobs you want to print.
You can print multiple customers at the same time this way as well. The invoices will be printed for each customer individually, and will include all the jobs you have selected to print for those invoices.
After selecting the bills you would like to print, go ahead and click Print and click on Print again after it refreshes.
Print All Invoices just like "Print Individual Bills" will take your options you have selected above and print the invoices accordingly. Only this way you do not have to select each and every invoice to be printed. This will simply print every invoice that has not yet been printed.
See Invoices to be emailed sends you over to the Email Bills section, where you can email out invoices to your clients instead of printing a paper copy.
If you are happy with the print options you have set, go ahead and click Print All Bills. You should see the following screen appear.
Batch # will be the batch number of the batch you just created
Invoices displays the total amount of invoices in the batch
Date displays the date for the invoices
Amount displays the total amount of the batch
Total Paid displays the total paid on the batch
Total Unpaid displays the amount unpaid
User displays the user who created the batch
Created At displays the the date the batch was created on
Status displays if the batch is processing, failed or invoiced
Undo Batch will reverse it
Print will print the invoices for the batch
Clicking on the batch number will allow you to view the customers who go invoiced. You can delete or print as well. If you print from the batch screen, it will print it as a statement.
We hope you have found this manual helpful!