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Invoices - creating an annual invoice
Invoices - creating an annual invoice

How to create one invoice for a year of service

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

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:

  1. Create a new Work Order for the customer

  2. Change Billing Frequency to Yearly

  3. 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

  1. Click Schedule

  2. Click the Frequency drop-down

  3. Click the frequency you want

  4. Verify the other information is correct

  5. 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.

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