Skimmer Billing FAQ - Invoicing
Frequently Asked Questions about generating invoices with Skimmer Billing
Where can I learn about Skimmer Billing features and how to get started?
Skimmer Billing is available for all Skimmer subscribers. Learn how to setup and use Skimmer Billing by visiting the Skimmer Billing Tutorials Page. If, after viewing the videos, you have further questions, you can reach out to our Support team via email (support@getskimmer.com) or phone (480-718-2158).
What can you do with Skimmer Billing?
- Generate invoices for completed pool service, dosages, installed items, and work orders
- Bill all customers, customers by tag, or specific customers in just a few steps
- Quickly review and adjust invoice details such as names, descriptions, rates, and taxables for invoice line items, and exclude any items not to be billed
- Generate and bulk email invoices with an embedded payment link for customers, allowing customers to view a detailed online invoice
- Accept payments from credit/debit cards, digital wallets such as Apple Pay and Google Pay, or US bank accounts
- Allow customers to opt into AutoPay for recurring pool service from an invoice, or opt a customer in from Skimmer on their behalf
- Securely store multiple payment methods on file, and designate the method of choice for AutoPay
- Automatically send payment receipt confirmations for any successful payment
- View status and balance of all invoices and payments in real-time from the invoice and payments dashboards including dollars due, overdue, outstanding, in draft, expected, and received
- Add offline payments for cash & check, and manually create invoices for one-off needs
- Configure how pool service, dosages, installed items, and work order line items are generated by default
- Create tax rates and tax groups and bulk apply those to service locations
- Customize your invoice and payment receipt email templates
- Generate reports on all invoices sent, paid, outstanding, all payments, payouts, and tax liabilities
Coming soon:
- Automatically generate and email recurring invoices
- Advanced alerts and notifications
- Enhanced reporting, exports, and imports
Can Skimmer Billing calculate and include taxes in my invoices?
Yes, it can! Check out this tutorial video to learn how you can set up and apply tax settings to your customer invoices.
How do I know what tax rate to use?
Some states and taxing authorities may require you to charge taxes where the service is performed. We encourage you to check with your specific taxing authorities to understand tax rules or consult with a tax accountant. If you would like to look up a tax rate for a customer's address, check out the free Avalara Sales Tax Calculator and Rate Lookup Tool.
Can I bill ahead for service but bill in arrears for chemical dosages?
Yes. Skimmer Billing's invoice generator gives you the option to bill a customer even if a service has not been completed for them during the indicated billing period. You will need to set any bill-ahead customer's rate type to Per Month if you want to bill ahead for the next month, and on the initial Generate Invoices screen, you will need to uncheck the box that says "Only include locations for monthly service if a stop has been finished."