Activate billing accounts by navigating to the General Settings for a customer. Customers => List Customers => {Select Customer} => General Details. A switch called 'Enable Billing Accounts' can be enabled to activate billing accounts for that customer.
To create a billing account navigate to the billing accounts area for a customer that has billing accounts enabled; Customers => List Customers => {Select Customer} => Billing Accounts. Create billing accounts as needed.
A selection of the billing accounts will now appear on appointments for that customer. You can select a billing account to identify which entity should pay for that appointment. Requesters can also select billing accounts for appointments.
You can still generate an invoice that contains all appointments for that customer. You can also invoice a billing account for appointments linked to that billing account. Navigate to Billing => Billing Customer Billing Accounts. This area allows you to select a billing account for a particular customer and invoice as you would a customer account.
Link the Aqua Schedules customer account to a QuickBooks customer account to quickly synchronize invoices.
Read MoreSee overview items including graphics for the customer. Set all details specific to customer including bundles, locations, and documents.
Read MoreCreate billing bundles specific to this customer account. Specific to the contract between the customer and agency.
Read MoreLarge customer accounts can be composed of many locations. For example: A hospital could have each room or area divided into individual locations.
Read MoreBilling accounts can be activated per customer to distribute portions of a customer invoice to different entities.
Read More1 (805) GET-AQUA | 1.805.438.2782
Aqua Schedules. All Rights Reserved. Marking Site Designed by HTML Codex