Streamlining Daily Billing with PRO Software

Efficient billing is essential for maintaining a smooth cash flow and accurate financial records. PRO Software simplifies the daily billing process, ensuring timely invoicing for contracts, one-time services, and deposits. Whether you're processing recurring contracts or billing customers for completed work, PRO Software provides a seamless workflow.

Processing Daily Billing for Contracts

When managing contract-based billing, PRO Software allows you to automate recurring invoices. Here’s how to get started:

1. Navigate to Sales: From the PRO Home Screen, click Sales.
2. Filter Work Orders: Apply a custom filter for Billing Processed → is not set.
3. Find Completed Work Orders: Look for orders marked as DONE.
4. Create the First Invoice: Select the work order and click Create Invoice.
5. Review Invoice Details: Ensure the correct billing period and customer details are populated.
6. Save and Register Payment: If required, register the payment to complete the transaction.

Once the initial invoice is created, PRO Software automatically generates draft invoices for recurring billing cycles.

Setting Up Recurring Contracts

To ensure recurring billing for contracts:

1. Open the Invoice: Click Manage Contract from the invoice screen.
2. Choose Invoicing Type: Set invoicing to Pre-Billing.
3. Set Billing Cycle: Define whether the invoice recurs every 28 days or monthly.
4. Define Start and End Dates: Start the contract after the initial invoice date. If there’s no end date, the contract remains active.
5. Create the Contract: Click Create a New Contract to finalize setup.

Processing Billing for One-Time Invoices

Not all billing needs require a contract. For single-service invoices:

1. Filter Work Orders: Use the same filter as contract billing to find unprocessed work orders.
2. Create an Invoice: Open the sales order and click Create Invoice.
3. Verify Invoiceable Lines: Ensure all billable items are included.
4. Save and Validate: Finalize the invoice and send it to the customer.

Handling Deposits and Partial Payments

For businesses requiring upfront deposits before final invoicing:

1. Create an Initial Invoice: Select Down Payment and choose a fixed amount or percentage.
2. Register the Deposit Payment: Validate and register the deposit.
3. Issue the Final Invoice: Once the deposit is paid, generate an invoice for the remaining balance.

Ensuring Billing Accuracy

To maintain accurate records:

• Use Filters: Track work orders marked Billing Processed to review completed transactions.
• Check for Errors: Ensure contracts and invoices align with customer agreements.
• Monitor Recurring Billing: Review draft invoices regularly to confirm accuracy.

Simplify Your Billing Workflow

With PRO Software, daily billing is more efficient and error-free. Automating contract invoices, processing one-time bills, and managing deposits help businesses stay organized while ensuring customers receive clear, accurate invoices.