Invoicing – Paythepoolman Docs

How to use doubles with Paythepoolman to email & print an invoice with your billing

Please follow these steps to use doubles to send & print an invoice with billing:

Pick a customer that you would like to add doubles to.
Click on the button labeled “Edit auto billing”
Click the buttons “Turn Auto Billing (due on the 1st of the month or 15th)” and “Print & Email Invoices(Doubles)” Then select the item for billing and click update auto billing.
Run a billing and then select “Send doubles”
You’ll be redirected to a print page and an email would’ve now been automatically sent for all your doubles customer’s.

How to get a quick report for your customer(invoices, payments, history & more)

We have had a few request for customer reports. So we decided to go ahead and make those real easy to find and added them directly on your customer’s page. So first we will go ahead and pull up one of our customers. Then on the right hand side of the page under take action there is a “quick reports” once you click on that there are a few options under it.

There is a “late statement” button, this gives the customers the last six months of invoice and payment history and then provides the balance of what is owed. You can also show the customer all of the invoices you will click on “invoice report”.

It gives you a report of the invoices and what was charge on those. There is also a “payment report”. When we click on this we are going to see every payment you have received from this customers. Whether it’s a check, cash, or a credit card they will all be listed.

Lastly we added a “history report”. So this is going to pull up every transaction they’ve had with Paythepoolman. This option will of course help with any discrepancies.

Thank you so much.

How to add a new customer (Updated) in Paythepoolman

We will be going over how to add a customer on Paythepoolman. First you go to your menu bar where it will have “+ customer”. Once we click this it will take us to a page where we have all our contact information on the left and the service and mailing address on the right.

Before filling out there information you want to make sure the customer is okay with receiving text messages. So we will go ahead and fill out the information. The bottom right column has a section for gate and lock codes which of course comes in handy.

If you are just adding the customer for a one time service you will just go ahead and click “add new customer”. Most of the time we will be adding them to our auto billing. So first we will go ahead and turn on the auto billing. So you would go ahead and type in what type of service you will be billing for (normally pool service). Then select whatever price and description you want. We can then choose to go ahead and email the invoices and add then save the customer.

It will then save that customer and take us to their page.

If you do not find the correct item under item to bill for you can go to the more button and select “income items” and add whatever item you want with whatever description you would like.

Thanks so much.

How to create a single Invoice in Paythepoolman (Updated)

We will go through how to create a onetime invoice or random invoice that is not part of your regular billing. We will go through how to do this on your desktop and phone. First we will start on the desk top you select your customer.

Under take action we will see “create invoice”. We will go ahead and select that and then put in our dates. From there we will select our items it already has five spaces for you to put in five separate items to charge for.

But you can always add more items more by selecting “add more items”. After you have selected what items you want on your invoice you can choose to print, email, or save.

We will go ahead and click save and then click okay. It will take us to the next page where we can see that invoice was created and we can view it.

Now for your phone. We will again start by selecting a customer.And then scroll down to “create invoice”.

Again we will select our dates, add in what items we want to charge for, and then we will have the options to print, email, or save.

That’s as easy as it is to create a onetime invoice on both your phone and desktop.

How to add your license number to documents on Paythepoolman

We are going to go over how to add you licenses number for your business to your documentation, invoices, and late reminders. First we are going to go ahead and go to the top menu bar and hit settings this is going to pull up all of your company information. As we scroll down you will see your contractor’s license number. If it is not there all you will need to do is enter your license number and save it.

When you run your billing you will see at the bottom of every invoice you will see your contractor’s number.

This is the same for all documentation. If you then go to pull up a late statement and scroll down you will see your contractor’s number at the bottom.

Thank you have a great day!