Invoices / Work Orders

All articles related to Invoices, Invoicing & Work Orders

54 articles

Articles

Applying account credit to an invoice

Edit Invoice from Customer ProfileThese steps are for editing a Draft invoice from the customer profile

Delete Draft InvoiceDraft invoices can be deleted from the customer profile or invoice dashboard

Regenerate InvoiceDraft & Sent invoices can be regenerated **Paid invoices cannot be edited / regenerated**

Manual InvoicingManual invoicing for one time fees or services between billing cycles

Invoice LogoBelow are the restrictions for your logo on your invoice

Invoice Preview

Edit Customer Billing ProfileYou can now edit the billing profile name and or terms

Manually invoice by locationThese instructions are specific to Parent accounts with multiple locations - how to manually invoice each location.

Manual Invoice FAQs:

Remove Work Order from past date

Tax for Disposal Tickets

Update Billing Profile Payment Terms

Remove On Request Service from customer profile

Customer address with extra spacesYour invoice has a comma and or a # (unit) that is not included in their address

Purchase Orders (PO's)There are several places Purchase Orders can be saved. These steps will guide you to where they display and how to save them.

Tax ExemptFollow these steps to set an account as Tax Exempt

Revert sent invoice to DraftThis option also allows you to delete a sent unpaid invoice

Mailing Invoices

Regenerate InvoiceTips, Tricks and Suggestions around regenerating an invoice

Invoice GroupsOverview of invoice groups in Hauler Hero and how they help organize invoices for easier billing and payment management.

Vacation HoldManage a vacation hold for a customers specific location

Move payment from invoice to account credit (edit paid invoice)

COD customerIn the case where the HOA is billed for service, follow these steps when a customer needs a one time bulk pickup and they are COD.

Aging BucketsThe following is a description of how Aging buckets display on a customers profile and invoice

Billing (Invoicing) Tips & TricksHow to get started, things you should know, etc.

Recurring Roll Off WO Review

Create account balance invoicesFollow these steps to create invoice for accounts with a balance and no current services (or include with service invoices)

Event-Based Recurring InvoicingFollow these steps to set up recurring services with instance based pricing

Custom Invoice Note

Invoice for a previous period limitations

Credit MemoUnderstand how to create and use credit memos in Hauler Hero to apply credits, fix billing errors, and manage customer account balances.

$0 Invoices - "Paid"

Invoice Generation Status

Bulk Manual InvoicingCreate manual invoices in bulk from the Billing tab

Change the date of a Work OrderFollow these easy steps to quickly change the date of a work order

Custom Email with an Invoice and AttachmentsSend a personalized email with an invoice and other documents directly from a customer's account

Search by Work Order numberFollowing these steps will allow you to quickly locate a work order to review its details, check its status, or manage its billing. You will need the complete work order…

What causes invoices to appear as unpaid in Hauler Hero and how can they be resolved?Why is my invoice unpaid?

How can I manage prorating in invoices and avoid common issues?

How to Add or Remove Multiple Work Orders on a Single Day for Non-Recurring ServicesExplains how to schedule or remove more than one work order event on the same day for a non-recurring service. You can both of these processes from the Service page…

Work Order Details View RevampThis article is for any hauler reviewing the details of a specific work order. It is a walkthrough of Hauler Hero’s updated view for the Work Orders Detail view.

How do I log exceptions to a work order or its container(s)?This article helps haulers who need to log a problem they encountered with a work order or a specific container on their route.

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