SCHEDULE A DEMO TODAY 614-236-8388

Scale Management Invoicing Software | Billing Software

December 12, 2018

Scale management invoicing software module allows clients to generate periodic invoices. 

You can generate a specified time range for your invoicing and billing needs. For each billing period, printed invoices are generated. If an optional Custom A/R Export has been defined, this will be the final step in the Invoicing routine. Customers are handled in separate cycles (Daily, Weekly or Monthly) depending on their billing period assignment in the Customer file. A table in the database keeps track of which tickets have been invoiced and in which billing cycle, along with the associated invoice number. 

The workflow process makes validating ticket information simple. 

Prior to running invoices, the personnel may run a number of summary or detail reports to validate the ticket information. All other components of the billing cycle are handled from a single screen, although once the candidate tickets have been collected, the different components may be run separately. 

  1. Choose the billing cycle. This is done by selecting the last date of the billing cycle and selecting whether it will be for regular or bimonthly customers. The beginning invoice number for the cycle is also confirmed in this step.
  2. The system collects all tickets which will go into this billing cycle. (There is no need to “lock” these tickets as having been billed, since they are associated with a particular billing cycle in this step.)
  3. If so selected, printed invoices are generated based on this list. At the time of printing, a due date may be entered that will appear on the invoice footer.
  4. Custom exports to third-party accounting software are optionally available. If one has been provided a third check box to request the creation of an invoice export file will appear.  If so selected, the CSV export file to the accounting software will be generated based on the list.

Optionally, invoices may be “printed” to individual PDF files for digital delivery to customers, reducing the payment cycle time.




Leave a comment

Comments will be approved before showing up.


Also in News

Weighing With ScaleQ | Managing Trucks In The Yard

April 17, 2019

Weighing is at the heart of ScaleQ. It drives your company's workflow and business processes.

Continue Reading

Weighing With ScaleQ | Manual Weighing Inbound Only Weighing

April 10, 2019

This workflow can be used if the operator missed the inbound weighing and the truck is physically in the yard. It is used only to put the truck in yard with an inbound weight. 

Continue Reading

Weighing In ScaleQ | Quantity Weighing Function

April 04, 2019

At times materials sold are not necessary weighed. Instead they need quantified, such as bags of cement or equipment rental.

Continue Reading