We are very happy to report that separating the invoice frequency from work order frequency is now possible in Fieldwork.
Work Orders and Invoices were originally designed with a 1:1 ratio in Fieldwork. However, users now have the ability to manage a (1 to many) or a (many to 1) ratio of Work Orders to Invoices.
Update your existing Work Orders using the EDIT ALL function and select the Billing Frequency in the drop-down menu, define a new invoice description if you choose, and select a Next Invoice Date. Annual values, discounts, and production values are all still active with the new Billing Frequency update.
You will be excited to know that Invoices are now auto-generated when the Billing Frequency is separated from the Work Order Frequency and then emailed to customers (if auto-send is enabled).
The current options for Invoice/Billing Frequency are For Every Work Order, Monthly, Quarterly, & Annual.
Features related to the Billing Frequency that you can expect to go live next are: the option to auto-charge credit cards on file (subscription billing), a feature to manage contract & Termite Renewals that will include Notices and Alerts, and Invoice Pre-Billing through Monthly Statements.
Don’t take our word for it.
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