Time & Material Billing
Overview
Shafer's Integrated Time and Material Billing interfaces with other modules throughout our field service software. This integration feature is extremely helpful and time-saving. Anytime billing is done from a dispatch, parts, labor, equipment and purchase orders are automatically imported to the invoice, minimizing data entry time. Use our powerful search engine to run queries on existing invoices. Search filters and a custom display format eliminate unneeded search results so you can see only the information you choose. From within this screen, you may also bill customers directly. For more information on all of the time and material billing features, see the links at left.
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· Search Engine
Searching for invoices has never been this quick and easy! Shafer's powerful Billing Search Engine includes five Search By options: invoice number, work order number, dispatch number, technician number and sales class.
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· Filters
In addition to using five different search fields to locate invoices, the data may also be filtered up to five different ways in order to pinpoint exactly what it is you are looking for. Filter by status, transaction type, customer number, user and/or date.
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· Display Format
Shafer's default display format ships with a Master View. The U and S buttons represent the User and System defined views, respectively. Each column of data is easily defined to display data the way you want the columns arranged.
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· Billing By Dispatch
Billing your service calls is easy with Shafer's Billing By Dispatch feature. Your dispatches can be located and billed by dispatch number, work order number or maintenance agreement number. All related information, including Billing Terms, Sales Class, Division, Department, Equipment, Parts and Labor will be imported to the invoice, saving numerous keystrokes.
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· Direct Billing
When your are not using the Dispatch module, or you simply need to bill a customer directly you can do so using the Direct Billing option. You will also use this option when Billing for Job Cost and Maintenance Agreements (First Time Billing, Renewal Billing, Incremental Billing).
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