Catching billing mistakes with Billing Health
Every night PortaPro checks rate cards, cycle invoices and credits for anything that would bill wrong, and tells your office what to fix.
0:59 · Settings · Getting paid
Transcript
A rate card on the wrong period. Two invoices for the same days. Little mistakes like these are easy to miss in a busy month, and expensive when a customer finds them first. Billing Health checks for them every night. It lives under Settings, Finance. Turn on the morning report, and your admins and dispatchers get an email only on mornings when there's something new, plus a summary on Mondays. Pick when it arrives, on your own clock. Below that is the same list, run live. Money problems come first, then billing setup, then things worth a second look. Each check says what's wrong in plain words. And exactly what to do about it. Open the invoice or site it names, and fix it there. On the next check, it moves to Cleared recently, so you can see the fix worked. If it's actually correct, mark it OK and say why. If that invoice changes later, it comes back. PortaPro never changes anything on its own.
More in Getting paid
- Collecting a paymentRecord a check or cash, charge a card, or text the customer a pay link, all from the invoice. Credit on file and the cash price are applied for you.0:59
- Connecting QuickBooks, Xero or FreshBooksSend customers, invoices, payments and credits to QuickBooks Online, QuickBooks Desktop, Xero or FreshBooks, one way and automatically.0:53
- Reviewing and sending cycle invoicesEvery billing cycle, PortaPro drafts each rate-card customer's invoice. Check them over, hold back any that need a fix, and send the rest in one go.0:59
- Sending a customer statementA balance statement shows what a customer owes today. An activity statement shows every charge and payment over a period, with a running balance.0:55