The Billing Center is a centralized location from which you can preview, send, and enter payments for existing invoices. In addition, you can create invoices for charges controlled by an 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. configuration.
There are four tabs in the Billing Center. They are:
The Create Invoices tab. This tab contains all charges that are controlled by an 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. configuration and have not yet been put onto an invoice. From here, you can select the charges you want to include on an invoice and create the invoice.
The Unsent Invoices tab displays all invoices that have not yet been marked as sent (see the Ready to Send Workflow section for details on the Sent? value). From here, you can preview and send invoices to customers.
The Unpaid Invoices tab displays all invoices that have been marked as sent, but have not yet been fully paid. From here, you can enter payments and apply them to invoices.
The Search tab enables you to search for an invoice in ServiceCEO by invoice number.
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To open the Billing Center:
Click Office Duties from the Navigator bar.
Click the Billing tab. The Unsent Invoices tab of the Billing Center dialog box appears.
You can control the data that appears in the billing center by using the filter. See the Billing Center Filter section for details.
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All of the information in the Billing Center is presented in a tree-structure. The different levels of the tree are:
Master Level. Also known as the All Payees level, this level displays the amount of all charges/invoices currently being displayed. Typically only used to select/deselect all of the check boxes beneath it.
Customer Level. Displayed in blue, this level summarizes the values for all of the customer's charges or invoices. The date value on this level is the date of the customer's oldest charge or invoice.
Invoice/Group Level. Displayed in red, this level displays the values that will be put on the invoice when the invoice is created or, if already created, the invoice's current values. The date value on this level defaults to today's date. You can edit any values that are located in a column whose header is bolded (i.e., the Date, Sent?, Posted?, and Notes values).
Charge Level. Displayed in black, this level summarizes each specific charge. The date value on this level corresponds to two different things, based on your billing type:
For 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. charges, the date on which the charge should be put on an invoice, as defined in the Billing Setup dialog box (by either the Make Charges Invoicable values, a Billing Cycle, or both).
For 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. charges, the date on which the job was performed.
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See Also:
The Create Invoices Tab
The Unsent Invoices Tab
The Unpaid Invoices Tab
The Search Tab
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