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One-Time Billing Frequency and invoice today (or tomorrow)
One-Time Billing Frequency and invoice today (or tomorrow)

For an upcoming service, make the Work Order a one-day, one-time series

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

For one-time Work Orders, create an Invoice today for a future service, or invoice at a later date.

Key Points

  • Update the Billing Frequency on the Billing tab

  • Update the Service Frequency on the Schedule tab

Invoice Today

For a scenario where you have a service coming up but the customer wants to be invoiced today, follow these steps:

On the Billing tab

  1. Find the work order in the Work Order tab and click Edit Series

  2. Change the Billing Frequency to One Time

  3. Change the invoice date to today

On the Schedule tab

Change the following:

  1. Frequency:   Daily

  2. Every:           1 working day(s)

  3. Ends after:    Fixed Number 1 occurrences

Click Update Series

Invoice Later

For a scenario where you service today, but the customer wants an invoice later:

On the Billing tab

  1. Find the work order in the Work Order tab and click Edit Series

  2. Change the Billing Frequency to One Time

  3. Change the invoice date to the day you want to send the invoice

On the Schedule tab

Change the following:

  1. Frequency:   Daily

  2. Every:           1 working day(s)

  3. Ends after:    Fixed Number 1 occurrences

Click Update Series

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