Skimmer Billing – Auto Invoicing Settings

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Before you start:

  • Auto Invoicing uses default invoice settings.
  • The following services and/or items are NOT BILLED when using auto-invoicing:
    - Work orders
    - Service locations for the billing period having stops that include installed items
    - Service stops for locations that have never been reviewed in the invoice generator (step 8).

Wistia video thumbnail

Step-by-step instructions . . .

1

Click Settings > Invoicing > toggle Auto Invoicing ON.


2

Click calendar to select which day of the month to auto generate invoices.

3

Select to either send the invoices to customers immediately upon generation or to create drafts for review on the Invoices page. 

Note: We recommend selecting invoices be sent to Drafts for the first few auto invoicing events to become more familiar with the feature.

4

Select to either invoice the previous calendar month, or to invoice the current calendar month for per month locations.

  • Previous Month:Refers to the calendar month immediately preceding the invoice date. For example, if the invoice date is October 1, 2024, the prior month would be September 2024.
    •  Dosages are always billed for the prior month.
  • Current Month: Refers to the calendar month of the invoice date. For example, if the invoice date is October 1, 2024, the current month would be October 2024.
    • Dosages cannot be billed for the "Current month".

5

Confirm the date of the Next Auto Run.

  • For Per Stop Locations
    • Pool Service for per Stop locations will always be billed in the PRIOR month. Per stop locations can NOT be billed under the "Current month" option.
  •  For Per Month Locations
    • When billing for MONTHLY service locations it can be indicated that a route stop is required or not required to bill the monthly service for that service location.
      • Confirm if the “Only invoice Per Month service if a stop has been finished” checkbox is marked ON or OFF.
      • If you are billing at the beginning of the calendar month for service that is not yet completed (“billing ahead for service”), ensure the  “Only Invoice Per Month Service if a stop has been finished” checkbox under Defaults is NOT selected.

6
Select to invoice All Customers, or only customers with assigned tag(s), or exclude customers with assigned tag(s).

NOTE: To learn how to use tags read Customize Tags (Web) - Skimmer Help Center article.

7

Click Save.


8

You will receive an Auto Invoicing Summary email when an auto invoicing run is complete. 

This email will ask that you review the following (if applicable):

  • Service stops for locations that have never been generated in the invoice generator.
  • Routine pool service without a rate type.
  • Invoices with installed items.

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