Billing a business account

Invoices for an account

Open the account (Accounts in the office menu). Its Invoices list shows every invoice for the account. Press New invoice to raise a custom invoice straight on the account — no order needed. Pay it from its own window. See Payments on invoices.

Invoices on the account's orders are made from each order. See Create and send an invoice.

Payment option and discount

The account's Settings hold:

• Payment Option — COD (Cash, check or credit card on delivery) or IOD (Invoice on delivery).
• Account Discount — one of: a total discount (percent or dollars), an hourly-rate discount, or a set hourly rate.

Seeing and changing each needs its own permission.

How they reach the account's orders

When an order is put on the account — from the account's New order, or by linking an existing order to it — MoveBoard puts the account's terms on the order:

• Account Discount fills the order's own fields in Quote Details: - a total discount in percent → every day's Discount, in percent; - a total discount in dollars → the first day's Discount (taken off once, not once a day); - an hourly-rate discount → each hourly day's labor rate is the calculator's rate less that amount; - a set hourly rate → each hourly day's labor rate is that rate.

Flat-rate and long-distance days have no hourly rate, so only a total discount reaches them.

• Payment Option becomes the order's payment option. IOD means the crew takes no payment on the bill of lading: they see Invoice on delivery — the office will send an invoice, and the office gets an Invoice to send task when the job is completed. See Payments on the bill of lading.

A new order for a customer who already belongs to the account takes the discount the same way, and starts as the account's payment option.

After that they're the order's own: change the Discount, the rate or the order's Settings › Payment Option on any one order as usual. Changing the account's settings later doesn't change orders already on it. A job the crew has started, or a completed order, keeps its price.