Billing

Invoices

17 articles

Bulk Revert to DraftFor Unpaid or $0 Paid Invoices

How do I create recurring invoices?Bulk billing, monthly billing, etc

What do I do after creating bulk invoices?Applicable for bulk recurring & bulk manual invoicing

How do I review work orders before invoicing?

Invoice Posting & Email Flow ImprovementsThis update separates posting an invoice from sending an invoice email, ensuring financial data is finalized before any communication goes out to customers.

Find Customers Missing an Email for Emailed InvoicesEasily identify accounts without an email on file for billing

How can I ensure my invoices are prorated properly in Hauler Hero?

Overage / Additional CollectionsLearn how to capture, track, and bill for overages or additional collections, along with recommended workflows to ensure extra services are accurately documented and invoiced.

Billing 101 – Recurring Invoice Training GuideFollowing these steps allows you to create invoices in batches based on shared billing profiles, saving you time and effort.

Create & Set Date Specific Invoice Due DatesBy setting a specific date, you can create consistent and predictable billing cycles for groups of customers, which helps streamline your accounts receivable process and improve cash flow forecasting.

What is the difference between Net Days and Specific Date payment terms?

Enabling Credit Card Surcharge

What are business units and how do I get them set up?

How do I assign a customer to a business unit?

How do business units affect customer payments?

Billing Training GuideA general guide to billing in Hauler Hero: prep, create recurring invoices, post, apply credits, and send. Covers setup, between-cycle fixes, payments, and past-due balances, with tips you can adapt…