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  • Introducing invoice generator enhancements: Smarter invoicing and more control

Hey Pool Pros!

We're thrilled to announce the launch of our completely revamped invoice generator in Skimmer Billing, designed to save you time and effort while ensuring accurate invoices.

What does this mean for you?

  • Simplified billing: For "per month" customers, the invoice generator automatically generates invoices for all months within your billing range. For example, “June 1st - June 30th generates June's monthly service, and June 1st—July 1st generates service for June and July.
  • Bill ahead: This allows you to bill ahead for “per month” customers and bill for items and dosages later.
  • No duplicate charges: The generator now prevents the same item from being invoiced twice, eliminating reconciliation headaches.
  • Enhanced clarity: Enjoy a cleaner interface that displays all service and line items before invoice generation, providing clear and comprehensive records.
  • Customizable service descriptions: Gain greater control over your invoice details with the ability to customize service descriptions.

Important Note: If you've already invoiced for "Per Month" pool service in previous months (e.g., June), mark those service line items as "Don't Invoice" to avoid duplicates. This setting will be saved for future invoice generation.

 

Want to see it in action?

Check out our product demo video below and start streamlining your billing process today!

 

We're here to help! Have any questions about the invoice generator or need assistance getting started? Leave a comment below, and our team will be happy to support you.

 

How does this effect “Per Stop” billing customers? 

Hi @GreySharkPools! 
For “per stop” customers, these changes mean that the generator will be aware of whether a stop has been invoiced or not. The generator will now display each stop, so you can edit them separately if needed.

Hi @GreySharkPools! 
For “per stop” customers, these changes mean that the generator will be aware of whether a stop has been invoiced or not. The generator will now display each stop, so you can edit them separately if needed.

Your announcement focused on the "per month" customer set. However, I tested that specifically for a “Per Stop” client, and it worked as you described. 😁 

BTW, great job on this.

I know we are in the minority here, but we bill out on the 15th of every month. So with this update, will this prevent us from billing through the 15th-14th (due on the 1st) every month? Will it generate two months of pool service by doing this?

I know we are in the minority here, but we bill out on the 15th of every month. So, with this update, will this prevent us from billing through the 15th-14th (due on the 1st) every month? Will it generate two months of pool service by doing this?

It shouldn’t. We are switching a few of our AirBnb property management clients to twice monthly billing (1st-15th and 15th-EOM). In fact, to test the “Per-Stop” billing, we short-cycled one client and invoiced from the 1st to the 15th and it worked as expected.

Try running one client through the invoice generator to test it yourself.

Perhaps @alex can share how we can see if a stop has been invoiced. Is it a similar checkbox to the work orders? 

I know we are in the minority here, but we bill out on the 15th of every month. So with this update, will this prevent us from billing through the 15th-14th (due on the 1st) every month? Will it generate two months of pool service by doing this?

I tried from 5/15-6/14 on one of my customers...

If you bill in the middle of the month, it now bills them for two months of service. Is there any way around this without having to change all of my customers billing dates?

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