When to use Event-Based Recurring Invoicing:
Portable toilet service
Permanent (recurring) roll-off
Just need to add the disposal ticket,
Can be done on the work order review screen by filtering for actions and including recurring services
Event-based proration
I want to charge my customers for the exact number of services provided
4 pickups one month and 5 pickups the next month? No problem.
*** Please note this billing can only work with Arrears billing ***
The first step in creating your event-based recurring invoicing is to start by setting up the event based recurring service.
Go to PRICING > SERVICES
Select the + icon to add a new service
Select the Business Line, Select the Recurrence as Recurring
Enter the Service Details -
Required Fields:
Service Name
Pricing Period = Instance
Value (price per collection)
Recurrence
Extra fields, not required (Actions, Methods, Zones, Measures, etc)
Create Services (save)
Now that your priced service is created, time to set up a configured service for your customer.
You will add and save the service as you would any other recurring service.
From the customer's profile, select the + NEW SERVICE
Select the event based recurring service
Schedule as you would any recurring service
If you have selected to start the service on a date prior to today, you can add the Work Order for past dates by selecting the + sign to the right of the service price. In the pop out window, select the collection date, select the action and select ADD SERVICE.
If you are NOT applying any Disposal Tickets or Fees to your Work Orders, skip to the next section for billing.
To apply Disposal Tickets and or Work Order fees to your recurring services, this can be done individually from the customer's profile, entering the data into each work order.
Individual Entry:
From the customers profile by selecting the WO and entering the disposal ticket into the work order:
Work Order Review Method:
It is recommended that you have your Event Based Recurring Services on easily identifiable routes, typically recommending their own routes if possible as to not have to review all Work Orders for that route.
From Billing > Work Orders Review, start by selecting the Edit Filters option.
In the pop up window enter the arrears date range
Select the routes the route(s) that matches to your recurring roll off services
Select the drop down for Actions and select RECURRING COLLECTION
Select Apply Filters
Enter disposal tickets and any applicable fees
*** Because these are recurring services, the Invoice Status will always default to ✓READY **
Since we are using a recurring service, Manual invoicing is not an option to invoice your customer for these recurring collections. If the customer has any On Request services on their account, any work orders set Ready For Invoice can still be included in the Recurring Invoice.
Invoicing can be done individually from the customer's profile, or in bulk from the Billing > Create invoice option.
Making sure the profile is set to Arrears, select the create invoice button. Select the billing period and select NEXT.
Invoice Example -
Each collection is notated by the date of collection and includes any applied fees or disposal tickets.
The disposal tickets entered and or fees applied to the work order are reflected on the invoice.
Example of an invoice with the same service configured as monthly pricing
Additional information -
Currently each work order is printed on the invoice without the work order number.
Entering a disposal ticket will display the WO number linked to the disposal ticket
Enter a WO Purchase Order will also display the WO on the invoice
Vacation Hold, Canceled, and Suspended work orders will not be invoiced
