Tag: invoice

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.