Once a Service Order has been completed by the technician, and Labor and materials have been reviewed, it is ready for billing. Before setting a service order ready for billing, the dispatcher should verify technician input to ensure it will appear correctly on the customer invoice.
From the tree menu, click Service Management -> Visits -> Visit Billing Review and Approval. Select a Service Order that has multiple visits for review.
Figure 1: Visit Billing Review and Approval Tab
Once inside the service order, click the Visits tab. You will see all visits in relation to the service order listed here. Also notice that “Ready for Billing” box to the right is unchecked.
Figure 2: Visits Tab on Service Order
Check box next to the service order visits you want to approve for billing (hold the keyboard Ctrl key while clicking the boxes to select multiple visits). In the choose action menu, select “Set Ready for Billing” and click the apply action arrow.
Figure 3: Set Ready for Billing
If the visit information does not need to be billed to the customer, you can set the visit billing complete by choosing from the menu at the bottom and clicking the apply action arrow as instructed in step 3.
Figure 4: Set Billing Complete
If step 4 was completed, the statuses of the visit(s) will set to “Ready for Billing” and “Billing Complete.”
Figure 5: Checking Billing Complete
Click the billing stages tab to review the billing stage life cycle of the service order.
Figure 6: Visit 41 Billing Stages
