Method:Classic General Q&A

Re: Invoicing

Anonymous — Thu, 29 Apr 2010 18:52:33 GMT

Hi Jacob,

The batch invoicing option that is available on QX desktop is different from how it is in Method. It is possible to do it in Method, however you'll have to follow the steps I outlined earlier.

Re: Invoicing

jdaniello — Thu, 29 Apr 2010 00:18:09 GMT

Amanda - Thanks for the help. Does this mean that the end of month batch invoicing option is not available in Method as it is in QX?

Jacob

Re: Invoicing

Anonymous — Wed, 28 Apr 2010 21:49:38 GMT

Hi Jacob,

Yes, you can do this in Method. You can set up a recurring work order for your billing installment, with the invoice type of "To be Invoiced" and occur on a monthly basis. You may want to assign this work order to someone who takes care of billing or who would be taking care of the invoicing, as opposed to someone who goes out on the field.

Next, you would then schedule services that are included in the contract price as recurring work order with the invoice type of "Do not Invoice"

At the end/ beginning of the month invoice all work orders as you normally would. Within Field Services you can set your filter to show Work Orders within the date range and select multiple ones to be invoiced at the same time. The great thing about this is that your billing installment prices will be included since they have the invoice type "To be invoiced". On the contrary, services will not get invoiced since they have the Invoice type of "Do Not Invoice"

Hope this helps.

Invoicing

jdaniello — Wed, 28 Apr 2010 01:01:10 GMT

In Qxpress you are able to do batch invoicing either at end of the month.

We are switching to monthly pre-billing (same amount each month). Currently, we do end of month batch invoicing. Does method support either of these options or just invoicing per job?

Thank you - Jacob