Customer Billing Profiles are frameworks that help you better manage billing and payment arrangements with your customers. You can manage these from Hauler Hero Settings.
Creating Customer Billing Profiles
First, navigate to Hauler Hero Settings (the gear icon near the top-right corner of the website).
Then, in the left-hand navigation, click Billing, followed by Customer Billing Profiles.
Going from top to bottom:
Customer Billing Profile Name -- A meaningful name for you and the team to call this profile
Type -- Advance (payment before) vs Arrears (payment after)
Billing Cycle -- As per your business’ configured billing cycles
Payment Terms Cycle -- As per your business’ configured payment terms
Payment Due Date Configuration -- Pick between “Net [x] Days] or a specific calendar day of the month
Suspension Automation -- Define when you want overdue or overextended customers to be automatically suspended
Suspension Proration -- Define how you want to prorate, if at all, suspended customers
Rental Fees -- Define whether or not you want to invoice incomplete rental periods on recurring billing cycles, and whether or not rental fees should be invoiced for suspended customers
Recurring invoices only include rental charges dated inside their billing period. Rentals from an earlier period stay unbilled until you manually invoice them.
Click Save in the bottom-right corner to save your changes.
Feedback? Questions?
We'd love to hear your feedback to help us improve your experience. Please submit feedback through the chat bubble or email to support@haulerhero.com.