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Unless you actively turn on Advanced Billing (first enabling it, then defining an Advanced Billing configuration), all jobs in ServiceCEO will be billed using Automatic Billing.
There are two types of billing in ServiceCEO:
Automatic Billing. A one-to-one relationship exists between a job and its invoice. Typically, an invoice is created when the job is completed. The invoice contains all of the charges assigned to that job. By default, all jobs in ServiceCEO use automatic billing The default billing method. An invoice is created immediately after a job is completed or printed and automatically billed to the default customer or bill payer. Only one Invoice is created per Job..
Advanced Billing. Using Advanced Billing A billing method where you can manually define how to split the billing of particular invoices (how much will be billed to what person at what time?). See the Defining Billing Properties section of the Implementation Manual for more details. breaks the one-to-one relationship between a job and its invoice. Invoices are manually created in the Create Invoices tab of the Billing Center based on the rules you defined in the Billing Setup dialog box. These rules - called allocation splits - can be defined on any level of your company hierarchy (except for Region An organization level between Organization (the highest level) and Branch. Regional users will be able to see data regarding all branches and zones within their region.).
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In short, Advanced Billing provides you with maximum billing flexibility. What before could only be included on one invoice can now be split between multiple invoices. Indeed, the Advanced Billing motto is "One Job = Many Invoices" or "Many Jobs = One Invoice". The graphic below displays one way you could use Advanced Billing to distribute charges onto invoices.
Other examples of good uses of Advanced Billing include:
Configuring a pre-payment of 20% of every job performed for a customer
Billing half of a customer's jobs to a franchise using a Third Party Bill Payer A Third Party Bill Payer is a customer who will be paying the bills for other customers. Thus, you can configure (through Advanced Billing) that all or a portion of a job's products/services will not be paid by the customer for whom the work is being performed but instead to the third party bill payer. An example of a third party bill payer is a franchise company that pays 30% of all marketing costs for all of its franchisees..
You can configure an Advanced Billing configuration in the Billing Setup dialog box. See the Defining Billing Properties section for more information.
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See Also: Invoice Overview
