Billing Manager Documentation

Getting StartedFollow the recommended first-run setup sequence. Installation & LicensingInstall Billing Manager and understand offline licensing. Company ProfileAdd the business information used on billing documents. Settings & Customer NumberingConfigure numbering, email, and printer preferences.

CustomersCreate, find, and maintain customer records. Properties / Service LocationsManage the locations associated with each customer. Services & Property AssignmentsDefine services and connect them to service locations. Service SchedulingConfigure recurring service visits for a property assignment.

Entering ChargesPost individual billable activity to the correct customer and property. Monthly BillingReview and post eligible recurring or scheduled work. InvoicesCreate, finalize, preview, print, save, and email invoices. Payments & AllocationsRecord payments and apply them to billing documents. Customer InquiryReview account activity, running balances, allocations, and reversals. StatementsReview and deliver customer account statements. Customer BalancesReview current balances calculated from posted account activity. Correcting Transactions / ReversalsCorrect eligible posted financial activity while preserving history. Printing, PDF & EmailUse supported document preview, print, PDF, and email options.

Backup & RestoreProtect your Billing Manager data and restore it safely. Troubleshooting & DiagnosticsFind version, license, diagnostic, email, and printing help.

Understanding Balances & Unapplied PaymentsUnderstand balances, allocations, and unapplied customer credit. Per Service vs Fixed Monthly BillingChoose the recurring billing model that matches the business arrangement. Changing Service Prices Without Changing HistoryUpdate current pricing while preserving posted billing records. Inactive Customers & ServicesKeep operational lists current without deleting historical records. Moving Billing Manager to Another ComputerMove the license and database safely to a replacement computer. Frequently Asked QuestionsFind concise answers to common Billing Manager questions. What's NewReview current Billing Manager 1.x capabilities and release notes.