How to use the Do & Bill billing method

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

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.

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]

Step 2: Set an individual Product as Do & Bill

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]