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Set up 2 or more monthly treatments & Invoice just one
Set up 2 or more monthly treatments & Invoice just one

Create two series, bill only one

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

In a scenario where you service a customer more than once a month but want to invoice just once, follow these guidelines:

Key Points

  • Set up the services, all as a series

  • Service 1: set up the billing frequency as "Monthly"

  • Service 2: set up the billing frequency as "No Invoice"

  • Service 3: set up the billing frequency as "No Invoice"

  • Service 4: ...

The total for the Work Order that has the billing frequency as Monthly should contain the total amount of all the Work Orders.


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