Lesson 2: Invoicing and Flat Rate
Click on the link below to download this PDF lesson plan to learn all the ins and outs of Invoicing and Flat Rate.
Part A: Invoicing
Audience: This lesson is intended for office managers and dispatchers.
The focus of this training is invoicing from the Command Center. At this end of this lesson you should be comfortable with the following:
- How to create an invoice
- The lifecycle of an invoice
- How to find invoices
- How to adjust invoice settings
- How to apply sales tax
Video Preparation
If you have not already done so, please have your company office managers and dispatchers click on and watch the following videos:
- Invoicing
- Invoicing – General Overview (06:35)
- Invoicing – Adding Items to an Invoice (15:23)
- Invoicing – Invoice Lifecycle (08:22)
- Invoicing – Sales Tax Overview (16:07)
- Invoicing – Edit Customer Information (02:24)
- Invoicing – Repair Financing (15:24)
- Invoicing – Invoice Settings Overview (16:26)
- Invoicing – Invoice Report Overview (06:30)
- Invoicing – Invoice Overdue Report (05:43)
- Invoicing – Receive Payment (04:29)
- Invoicing – Terms & Conditions (04:22)
- Invoicing – Diagnostic Fees (06:35)
Part A: Flat Rate
Audience: This lesson is intended for office managers and those responsible for setting prices for the company.
The focus of this training is setting and understanding pricing from the Command Center. At this end of this lesson you should be comfortable with the following:
- How the software calculates Repair prices
- How to change your labor rate
- What the software is currently charging for popular repairs
- How to change the system calculated price
- How to add new repairs
Video Preparation
If you have not already done so, please have your company managers watch the following videos:
- Flat Rate Showcase
DOWNLOAD THE PDF LESSON PLAN
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