![]() Once "I agree to these terms" is toggled on, the customer or the technician can select "sign" to then allow for the signature to be taken. This option is only available in Dispatch Field and Dispatch Manger app versions 2.8.0 so be sure your personnel in the field update their mobile apps from their respective app stores. If you elect to have a contract require that the customer acknowledges prior to signing, your customer will be prompted as shown below prior to having the option to sign. You may also have noticed in the screenshot above that you can require that a customer agrees to the Contract added to a billing document before they have the option to sign electronically inside of our Mobile Apps. Contracts can be added to billing documents via our web platform as well as our mobile apps. If you choose a Contract to add by default, that Contract will appear on every billing document created unless you select another one of your added contracts. You can create & update contracts as you see fit and even select a default contract to be attached to all billing documents unless otherwise specified on individual estimates/invoices. You can certainly have as many contracts as you wish, such as when the type of service provided requires slightly different language than another. Contracts can be found at "Customer Billing > Contracts" from the navigation bar on the left while logged into our web platform. Our contracts enable your staff to select pre-written language for any given document before sending off to a customer. While optional, attaching contract language to billing documents may be a great way for your organization to include state-required legal language or perhaps general customer agreements for all signed documents. Secondly, if you do not want your technicians to be able to edit Billing Items, contact ![]() Support for assistance importing those Items and save yourself the manual entry. NOTE: If you have a large existing list of Items that you can export in a field-delimited file (e.g. Any new additions from mobile users will populate the larger organization's list of Items. Clicking on the Item in the List will open the Edit Billing Item dialog.Īs your list of Items gets longer, you may find it easiest to use the Search function located at the top of the Billing Items page above "Create Billing Item". Field and Manager mobile app users can search this list in the field as well, and they can add new Items as they create Estimates and Invoices. state sales tax) and save your item! Afterwards, you will find this new Item in the alphabetized list view. Click on Taxable if the Item incurs a tax (e.g. You will see the add Billing Items dialog, which you can fill out with all of the relevant information. To add Billing Items, click on Billing in the main menu if you are not already in this section of Work. Next, click on Items > Create Billing Item. In order to simplify accounting and enable more exact reporting, many organizations choose to establish a list of standard billing line Items for their team to use across Jobs and Appointments on all billing documents. Be sure to enter the exact tax percent like shown in the below screen shot with a corresponding name for your team to use where applicable. They're very straightforward where a single tax rate can apply on a billing document, though you can choose which line items should be calculated with a tax rate. If you charge taxes, you'll certainly want to setup tax rates as applicable to your company. ![]() Collecting credit card payments through Dispatch does not subject you to paying us transaction fees. We can help you enable Credit Card Processing, you'll simply need to select from one of our integrated credit card payment options and contact us to connect with your account - this is a premium option. ![]() Status: documents can be in one of several statuses at any given point - "Draft", "Sent", "Balance Outstanding", or "Paid"īefore creating any Estimates or Invoices we suggest visiting the settings page to choose your payments options and sequential numbering.Payments: collected as cash, check, offline credit card, credit card, or bank check and attached to a given Invoice.Billing Documents: estimates and invoices created to be customer facing that displays line items, pricing, contracts, contact information, signatures, and payments.Contracts: written language that may include terms or legal details that can be optionally attached to any billing document.Billing/Line Items: a set of saved/stored products & services that include titles, descriptions and a standard price. ![]() Let's explain some key terms that will be used throughout your experience. ![]()
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