How to use the Do & Bill billing method

Charge a custom amount after a routine site visit has been completed.

Product: FireMate Desktop

Contents

  1. Understanding Do & Bill billing
    1. Combining Contract and Do & Bill billing
  2. How to set up Do & Bill billing 
    1. Step 1: Set up Do & Bill billing on the Contract level
    2. Step 2: Set an individual Product as Do & Bill

Understanding Do & Bill billing 

The Do & Bill billing option is used where an invoice should be sent after the works to the site have been completed. Do & Bill also allows a FireMate Administrator to change the charge for the visit, based on the works completed. 

Once a Routine Activity has been completed for a Product that is set to Do & Bill, FireMate will automatically create a Service Request, allowing the FireMate Administrator to enter the right amount for the visit, with the option to add any additional charges (such as a callout fee) before generating an invoice. 

Do & Bill is a billing type that is applied to the Product Inspection Period which allows for some inspections to be set as Do & Bill, and others to be set as another billing type. 

Combining Contract and Do & Bill billing

In some cases, you may wish to bill all monthly Product Inspection Periods under the contract, and set all 5 yearly inspections as the Do & Bill billing method. Doing this results in a recurring invoice for a set amount for monthly inspections, and allows a FireMate Administrator to process the 5 yearly inspections at a different rate.

 

Not sure this is the right billing option for you? Click here to check out an article that can help you decide! 

How to set up Do & Bill billing

Step 1: Set up Do & Bill billing on the Contract level

  1. Select the Contract level of the  
  2. Select the "Billing Type" dropdown and select [Do & Bill]
  3. Select [Save]

A prompt will display requesting if all Products under the contract should be set to "Do & Bill". Select [Yes] to this prompt where all products will be billed via the Do & Bill method.  

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Step 2: Set an individual Product as Do & Bill

Where [Yes] was selected to the prompt in Step 1, this step can be skipped. 

  1. Select the Product level
  2. Locate the "Do and Bill" column and set to [Yes] for the desired Product Inspection Periods
  3. Select [Save]

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Not convinced this is the right billing method? Use this tool to help