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With e-automate, I now know how profitable my service contracts are and how well my technicians are performing. Scott Diamond
President
Mountainland Business Solutions
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Invoicing
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Invoicing |
Efficient invoice processing provides organizations with significant savings. Effective communication between your work order and invoicing systems ensures that billable work doesn't slip through the cracks. ServicePlus guarantees that this linkage is seamless to your users. Anything you can do to accelerate the revenue cycle, and to collect payments with fewer disputes also contributes to cost savings - ServicePlus reduces the time from input to invoice, and provides audit trails and history, giving your users all the information they need to respond to billing inquiries. The intelligent billing engine also distinguishes automatically between contract, warranty and customer-covered charges, producing accurate invoices in multiple-billing instances.
Invoice - Logs payee information, charge totals and taxes, invoice status, payment and credit / debit note information.
- Flexible billing options: invoice at the work order, job or job detail (labor, items, miscellaneous, flat rate) levels.
- Multiple "bill to" options: bill main site, different site, contract, other party.
- Contract invoicing can be set to invoice from the contract or from the work order.
- Pricing strategies tied to site, work order, job.
- Invoice detail and summary at work order, charge summary at job level.
- Once an invoice is finalized, ServicePlus automatically updates resolution statistics (with data from the labor detail), equipment records, and equipment history.
- Accept cash, check, credit card, voucher or invoice with terms payments.
- Batch invoicing - you can define a query that finds work orders, jobs, job details and invoices that meet a certain criteria. You define the action(s) that you want taken on the batch (e.g. create invoices, finalize invoices and print invoices), and schedule the time and frequency to run the process.
- Processes credit and debit notes.
Workflow - Determines the level of invoicing allowed within ServicePlus (complete work order, jobs or details), credit hold behavior, and whether pending invoices (requiring approval) are generated
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