Automatic vs Manual Invoice Settings Knowledge Base

Just a few of the many FieldGroove settings you can toggle to get your invoicing setup just the way you like it. Most FieldGroovepers have found that enabling "Automatic Invoicing" by the job improved their cash flow almost immediately

Automatic vs Manual Invoice Settings

Posted by Chris Call on 06/04/2018

Just a few of the many FieldGroove settings you can toggle to get your invoicing setup just the way you like it. Most FieldGroovepers have found that enabling "Automatic Invoicing" by the job improved their cash flow almost immediately.

The Concept

The old days of filling out a carbon copy piece of paper and shoving it in the customer's mailbox are over. Your invoices are now generated based on your schedule. Some companies like to invoice by the job, while others invoice each month for their services. With FieldGroove, you can pick which style suites your business (and override for a single job if needed).

How It Works - Billing By The Job

To enable this feature, simply navigate to your company "Settings" under the management heading and click the "Invoicing" tab. You'll see an option called "Default Billing" that lets you set the default billing method for each new job you create in the system. Also make sure you have "Automatic" invoicing turned on for both one time and recurring jobs.

After each scheduled job on your calendar, the system will generate an invoice at midnight on the night of the scheduled job. If the customer has an email address defined (and emailing enabled), they will receive a copy of it to their inbox. What's cool is you will even be able to see if they have viewed the email.

How It Works - Once A Month

A lot of companies offer services to their customers at a flat rate each month, no matter how many visits are required to get the job done. No problem with FieldGroove, just enable "Monthly" under default billing and you're all set. Invoices will auto generate on the day you have set in the "Monthly Date" setting and send to your customers.

We've found that FieldGroove customers are getting paid faster with "Automatic" invoicing turned on. If automatic invoicing isn't your thing, you can turn it off (to manual) and generate each invoice personally and manually send them.

Automatic vs Manual Invoice Settings
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By Mark Hardin on 06/01/2018

FieldGroove is the field service CRM software you've been looking for to manage your entire business. Get paid faster and never forget to send an invoice again. Get better reviews and build even better relationships with your customers using the FieldGroove scheduler.

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