Group billing by work orders

Did you know that Cienapps offers a very practical add-on to carry out invoicing based on completed work orders for the same customer?

Description and use

This module has been developed to be able to generate invoices from the work order table. According to your needs, this option allows you to select, for the same customer, the work orders that you wish to invoice.

NOTE: This module should be used after a review of your operational flow as well as your billing process since this option only invoices the total amounts associated with the selected work orders and has no connection with the products that are only on the order.

Explanation of the operational functions

When you acquire the group billing by work order module, you must first review yourWork-order steps to included a status indicator clearly informing you that the work order is now on the step of being invoiced.

Then, when you want to perform a grouped invoicing by work orders for a customer, you simply need to open the work order table, select the customer as well as the step that tells you which work orders to invoice to finally make the selection of those that need to be invoiced. When the selection is complete, you tap the Grouped invoicing button.

A validation window will open to confirm the selected work order # as well as the amount of each in addition to the total for the invoice.

Billing history

You can find all the grouped billing information at various locations in Cienapps:

In the customer file on the Invoice tab.
In the invoice table
In the statement of account

Visual of the group billing