Monthly Billing
Use Billing > Monthly Billing for recurring or scheduled service billing based on configured service schedules.
Review and post scheduled work
- Open Monthly Billing.
- Review the eligible scheduled work and its customer, property, service, date, and status.
- Confirm skipped or not-serviced visits are handled appropriately.
- Post only the work that should become billing activity.
Supported recurring frequencies include Weekly, Every Two Weeks, Twice Per Month, and Monthly. Future visits are not eligible for posting, and work that has already been posted should not be billed again.
Billing models
Per Service: billing is tied to individual service occurrences.
Fixed Monthly: billing represents the configured monthly billing arrangement rather than treating each service visit as a separate customer charge in the same way.
Important: Review scheduled work before posting. Do not also create a manual Charge for the same scheduled service unless it represents genuinely separate billable work.