Invoicing Your Customers


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The Service Program?

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Create Tasks &
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Track Materials & Equipment
Manage Inventory
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Pest Control
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  With The Service Program, invoicing your customers couldn’t be easier…the software practically does it for you! You create customized invoice templates and an invoice is automatically generated when a task is completed.
  • Create and print customized invoices
  • Post to QuickBooks directly from invoice
  • View invoice summaries by customer, sales rep, assignee, or open invoices
  • When an item or part is added to an invoice, it seamlessly posts to QuickBooks
  • Repairs and work performed can be tracked to specific pieces of customer equipment

Billing and Invoicing

With The Service Program, invoicing your customers couldn’t be easier…the software practically does it for you! You create customized invoice templates and an invoice is automatically generated when a task is completed.

  • Maintain comprehensive and detailed list of customer billing information

 

The Service Program Customer Billing List

  • View customer balances, credit limits and % over limit
  • If you put credit limits in QuickBooks for your customers this will also reflect the overage
  • Can print on route sheets and show up on PDA
The Service Program Customer Balances 

                                                                        Invoice Detail.gif

  • Create and print customized invoices
  • Post to QuickBooks directly from invoice
  • When an item or part is added to an invoice, it seamlessly posts to QuickBooks
  • Repairs and work performed can be tracked to specific pieces of customer equipment
  • Invoice or certain items can be posted as non-billed.
  • if it is an inventory item the location pulling from will be deducted

 

The Service Program Invoice Detail

 

  • View invoice summaries by customer, sales rep, assignee, or open invoices

 

The Service Program Invoice List

 



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