Method Community

I am new to method.  In my business we pre bill at the first of the month. I am trying to figure out how get this set up? The services are created already but not the invoices.

Thanks

Julie Dickens

Julie,

One option is to create a billing "service" assigned to a billing crew for each of the customers for the first of every month. Then on the first of the month, you mark them as completed and create the invoice.

Thanks for the suggestion Matt!

Julie,

Is this a good solution for your organization? If not, please elaborate on your current process.

Are you utilizing the Field Service Operations or Scheduling & Invoicing app by any chance?

- Ashur

Thanks
Julie

Alright so you're using the Field Service app, that's a good start. I can help you figure out how to invoice your customers but need more info from you first. How do you currently determine who's billed at the first of the month and who's billed at the end of the month? Do you need the process to be fully automated, if so it wouldn't be possible as you can't schedule invoices to be sent out on the first of every month. However, you can automate it through a trigger such as a button being clicked.

With customization you can achieve what you're looking for, the amount of customization required depends on what exactly you need to happen. We can definitely guide you in the right direction but in order to fully scope out what you need and recommend the best solution you should really speak with one of our Consultants.

If this is something you wish to persue let me know and I'll get the ball rolling.

- Ashur

yes it is.  I am not sure how to separate the customers in method. in quickbooks I have it labled the first of the month the prebill get billed and then the first of the month the end of month get billed. please let me know.how to get started.

Julie,

Sorry, I included the wrong link in my previous response, this is the page you should read. Please email me your Method Company Account name (not user name) as well as contact information.

Once your email is received I can create a Case for our Consulting team to reach out to you and schedule a meeting. I'll also send you our Consulting agreement which needs to be correctly filled out and sent back to us.

- Ashur