Skimmer Billing - Line Item Defaults for Work Order Types
To learn how to set line item defaults for work order types, which will display on invoices generated with Skimmer Billing, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
- With Skimmer Billing, you have complete control over how work orders will appear as line items when you generate an invoice. Here’s how to do it. On the website, go to Settings, then Work Order Types, then choose a template and click Edit.
On the edit screen, scroll down to the section called Line Item Defaults for Skimmer Invoices. First, check out the note there at the top, which lets you know these defaults will only apply to the completed work order itself. Any items installed for a work order will be handled separately.
So, what does Line Item Defaults really mean here? These settings allow you to choose a default name and description for each work order type. They tell Skimmer that, when this work order appears in an invoice generated with Skimmer Billing, this is what you want it to say. So, at a glance, you’ll easily be able to know that a line item is a work order, and which work order type it is.
If you sometimes have a work order that requires a special label, you can edit the line item on the invoice itself. But setting the default here will save you time and effort for all the work orders that fit your standard name and description. So let’s talk about each default setting.
Line Item Name – this is the main label for each work order type. If you leave this box blank, the default will automatically be the name of the Work Order Type. But if you’d like to name this line item something different for billing, enter it here.
Line Item Description – this lets you provide a little more information about a completed work order. It’ll appear next to the line item name on the invoice. You have a few choices here.
First, if you want to fill in a description for each line item when it’s generated, rather than having something there by default, you can leave this blank.
Second, if you already have a description in the default Work Needed box, you can use that for your default Line Item Description. Please note that if you have a large block of text here, that whole block will be used as the description.
Third, you can use Work Performed, which is entered using the mobile app, typically by the tech who is completing this work order. Keep in mind that, if you choose this option, Skimmer will by default include whatever that tech put in Work Performed for this work order.
Line Item Price – If you want the line item to include the default price indicated on the work order type, select this. Note that Skimmer will use your default price for this work order type, unless a different amount has been indicated on the actual completed work order, in which case Skimmer will use that price on the invoice. If you choose not to select this option, it will default to ZERO dollars on the invoice, so you’ll need to add an amount to the line item before sending the invoice.
Price is taxable – Is this service taxable? If you want the answer to be yes by default, then indicate that here. If you choose this as the default, you can override that on an individual basis, during invoice generation.