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Billing & Accounts Receivable |
Billing:
Once the completed time has been entered, either
through dispatch or in call details, the vehicle will appear
in the tow log under the Incomplete heading. This is
where they wait for the driver’s to turn in the applicable
paperwork so the call detail can be completed. Once
the Apply Charges button has been selected, the call
will either show in Inventory or To Bill.
If the tow to location is an impound facility then the call
will show in Inventory and storage will accrue. The invoice
will not be created until the vehicle is released or sold.
If the tow to location is not an impound facility the call
will show in To Bill. You must make sure this bucket
stays clear. From the call details screen select the
Invoices button at the bottom of the page. Select
Invoicee Type (usually either commercial account or
agency). Select Invoice To. Click the Create
Invoice button. It will give you the option to print.
Creating
Customer Statements:
From the menu at the top of your screen, choose financial,
then select invoices. From the customer pull down
select no filter for all customers, the program
defaults to invoices with a balance greater than zero. Click
apply filter and then click print. A dialogue
box will appear and ask what type of statement you want.
Applying
Customer Payments:
From the menu at the top of your screen, choose financial,
then select apply payment. Choose the customer
by typing the beginning of their name and then select them
from the list as they pop up. Payment date defaults
to current date. Choose payment type; enter check
number if applicable and payment amount. The
computer will apply the payment to the oldest open invoices.
Edit as necessary and click the apply payment button
at the bottom left corner of screen. |
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