Billing Master: Screen Shots

Please click on a thumbnail below to view the screenshot.

Customer Screen - bill to information

Customer Screen

Customer Location Screen - each customer can have one or many physical locations

Customer Location Screen

This is where you can completely manage a customer by entering billing items, creating quotes and creating orders

Activities Screen

Project screen (each physical location can have one or many projects).

Project screen

You can enter notes for a customer, which can be phone calls or action items. Time spent on a call can be directly billed to the customer.

Call Notes Screen

Quotation screen - develop quotations for each of your customer's projects. Add items directly from the inventory list of components or from the services list or add items specifc to the quote or a combination of all. Once the quote is won, it can be released as an order. A quote can be released into an order multiple times allowing for the development of blanket customer orders.

Quotation screen

Orders screen - Once the order is created from the quote it can be edited and have items added and deleted in a similar manner as the quote screen. Items from the order can be billed directly to the customer's project as a whole or by line item. The line item method allows for staged invoicing, and thus staged payments on a project.

Orders screen

Products and Inventory screens allow you to manage inventory and bill directly from the inventory screen to the customer's project.

Products and Inventory screens

Services screen allows you to create standard priced non inventory items such as monthly maintenance plans or set repair/replacement fees.

Services screen

Invoicing screen - allows the generation of invoices per customer location or per customer project. Invoicing can be for all items or selected items. Destination based sales tax is no problem as we store all tax rates for all of your customer locations.

Invoicing screen

Accounts Receivable screen - provides a quick view of outstanding invoices. Record payments from your customers and generate statements to your customers on this screen.

Accounts Receivable screen

Download Billing Master Setup

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