Billing Workflow
The Billing page in Pool Office Manager provides a centralized view of all services ready to be invoiced. This guide covers how to efficiently review billable services and create invoices for your customers.
## Accessing the Billing Page
Navigate to **Billing** from the left sidebar menu. This page displays all completed services that are marked as billable but haven't yet been invoiced.
## Understanding the Billing View
### Services Grouped by Customer
Billable services are automatically grouped by customer, making it easy to see all outstanding work for each account. Each customer section shows:
- Customer name and contact information
- List of billable services with dates
- Service types performed
- Individual service amounts
- Total billable amount per customer
### Status Badges
Services display status badges indicating their invoice destination:
- **QBO** - QuickBooks Online invoice
- **QBD** - QuickBooks Desktop invoice
- **Local** - POM local invoice
- **Unbillable** - Service marked as not billable
## Filtering Billable Services
Use the filter options to narrow down the services displayed:
### Date Range
Select a specific date range to view services completed during that period. This helps you focus on recent work or review older unbilled services.
### Billing Status
Filter by invoice type (Local, QuickBooks) or view unbilled services only.
### Service Type
Filter by specific service types to bill for particular categories of work.
### Tags
Use customer tags to filter services for specific customer groups.
### Workers
View services performed by specific technicians.
## Creating Invoices from Billing
### Individual Invoice Creation
1. Locate the customer in the billing list
2. Review the billable services displayed
3. Click **Create Invoice** for that customer
4. The invoice will be pre-populated with all billable service details
5. Review and adjust line items if needed
6. Set the invoice date and due date
7. Save or send the invoice
### Bulk Invoice Creation
For multiple customers:
1. Use filters to select the services you want to bill
2. Select multiple customers using checkboxes
3. Click **Create Invoices** to generate invoices for all selected customers
4. Each customer receives a separate invoice with their services
## Best Practices
### Regular Billing Reviews
- Review the Billing page weekly to ensure timely invoicing
- Don't let unbilled services accumulate for extended periods
- Use date range filters to catch any missed billing
### Before Creating Invoices
- Verify all service details are correct
- Check that pricing matches customer agreements
- Confirm inventory items used are properly recorded
- Review service notes for any special billing instructions
### QuickBooks Integration
If using QuickBooks integration:
- Ensure your QuickBooks connection is active
- Invoices created as QBO/QBD type will sync automatically
- Monitor the sync status for any errors
## Troubleshooting
### Services Not Appearing
- Verify the service was marked as "Billable" when completed
- Check the date range filter settings
- Ensure the service isn't already invoiced
### Incorrect Amounts
- Review the Service Type pricing settings
- Check customer-specific pricing in their profile
- Verify inventory item prices
## Related Articles
- Creating Invoices
- QuickBooks Integration
- Stripe Integration
- Setting Up Service Types