Uptick

Invoicing from a defect repair/call out task

When a defect quote is approved, it'll get moved to a task with all the information that was linked to it, including sell price. In order to then invoice this task, follow the following steps:

Make sure the work tab is a full fraction. Eg. 6/6. If it isn't it means certain items haven't been performed.

Perform all service tasks on the work tab of the task if they aren't already.

Make sure all items have their billable toggle on.

Make sure all items have a price against them.

Invoice and issue via the dispatch function.

1. Make sure the work tab is a full fraction. Eg. 6/6. If it isn't it means certain items haven't been performed.
2. Perform all service tasks on the work tab of the task if they aren't already.
3. Make sure all items have their billable toggle on.
4. Make sure all items have a price against them.
5. Invoice and issue via the dispatch function.

Invoicing from a service task (per asset or per visit)

Routines - with the help of do and charge billing contracts, properties can be setup on per asset billing or per visit billing. Eg. Per asset billing would be 6 x Extinguisher assets performed on a task = 6 assets x $10 per asset = $60. Per visit billing would be 100 E&amp;E lights serviced but only charge per visit, so $150 + GST for the service. More on this on this article <a href="https://support.uptickhq.com/en/articles/6728325-everything-about-billing-contracts">Everything about Billing Contracts (Routines only).</a> Invoice and issue via the dispatch function.

Service Contracts - with the help of service billing contracts, properties can be setup on per asset billing or per visit billing. Eg. Per asset billing would be 6 x Extinguisher assets performed on a task = 6 assets x $10 per asset = $60. Per visit billing would be 100 E&amp;E lights serviced but only charge per visit, so $150 + GST for the service. More on how to set this pricing up against your services on this article, <a href="https://support.uptickhq.com/hc/en-us/articles/360000848676">Services setup</a>. Invoice and issue via the dispatch function.

- Routines - with the help of do and charge billing contracts, properties can be setup on per asset billing or per visit billing. Eg. Per asset billing would be 6 x Extinguisher assets performed on a task = 6 assets x $10 per asset = $60. Per visit billing would be 100 E&amp;E lights serviced but only charge per visit, so $150 + GST for the service. More on this on this article <a href="https://support.uptickhq.com/en/articles/6728325-everything-about-billing-contracts">Everything about Billing Contracts (Routines only).</a> Invoice and issue via the dispatch function.
- Service Contracts - with the help of service billing contracts, properties can be setup on per asset billing or per visit billing. Eg. Per asset billing would be 6 x Extinguisher assets performed on a task = 6 assets x $10 per asset = $60. Per visit billing would be 100 E&amp;E lights serviced but only charge per visit, so $150 + GST for the service. More on how to set this pricing up against your services on this article, <a href="https://support.uptickhq.com/hc/en-us/articles/360000848676">Services setup</a>. Invoice and issue via the dispatch function.