Summary
Customers might want to be billed annually for your service.
Key Points
Create a Work Order with a Yearly Billing Frequency
Update the quantity to 12 with the monthly price -or-
Keep the quantity at 1 with the yearly price
To create a new annual invoice for a customer:
Create a new Work Order for the customer
Change Billing Frequency to Yearly
Change Next Invoice Date to a year from the first scheduled visit
Either:
a. Update the quantity to 12 with the monthly price
- OR -
a. Keep the quantity at 1
b. Update the Unit Price to the annual amount
c. Update the Production Value to the monthly amount
d. Check the box [x] Hide Pricing information on work order
Click Schedule
Click the Frequency drop-down
Click the frequency you want
Verify the other information is correct
Click Save
Note You will need to create an independent invoice if you have a current payment/invoice. However, going forward, next year and every year thereafter Fieldwork will create a new annual invoice.