Billing

Set up the BackOffice billing defaults to ensure invoicing is handled correctly. Follow this path to set ...

Follow this path to set up a tax class manually. Settings > Tax Settings Click on the New Tax Class bu...

You can change what the Tax Class Settings or the Base Currency will be for a Multi-Site, Client Site, or...

Main Currency and Zero-dollar Items are two general configuration items that impact billing. Follow the...

This setting will allow you to select the Invoice format you would like to use for the whole region. Acce...

The following settings will only be applicable if you are using our Mobile Suite. They will allow you to ...

Bill items are essential to Invoicing. You must create them before creating your first contract. Each Ser...

For each Site (Client), you will be able to choose a preferred language. This preferred language is site-...

For each Site (Client), you can choose from multiple options to customize billing. If the contract is s...

Introduction Within the site, you can easily issue ad hoc invoices and credits and enter payments. Ad...

Complete the Avalara Tax information if you have selected this setting. Follow this path to set the defau...

This area displays information about invoices you have generated. View individual invoices, view aggregat...

This document provides step-by-step instructions on how to prepare invoices. Under the Billing tab, cl...

Outstanding Invoices This screen gives you the flexibility to view paid and unpaid invoices, filter by p...

View and manage contracts for all sites within a region or portal. Edit Button: Edit the contract. Thi...

This screen displays all positions at sites and zones throughout the portal. Plus Button: Drill down i...

This screen displays a list of patrol groups for all sites. To learn more about patrol groups and how to ...

The ending contracts screen shows contracts that are ending or beginning within a selected period of time...

The Contracts Feature has a central view where you will be able to manage everything in one location. Acc...

Table of Contents Setting Up Service Models Hourly Guard Services Price Tier - Scheduled Patrols Charge...

The system will automatically create invoices. Client settings and Billing Preferences determine which in...

In case of errors, a red warning message will appear. They must be resolved to produce the invoice. To ...

Once an invoice has been validated and has no errors the billable items linked to it will be locked. You ...

Once you create an invoice, editing and configuring the invoice options are presented to the user. You ca...

An invoice can be approved individually or in a batch. Batch invoices allow you to generate multiple invo...

When a customer says a charge is wrong, or if you need to reverse an invoice, there are a couple of optio...

TrackTik does not automate this process. However, you can enter payments manually. Once you have received...

Once all errors have been cleared, proceed to Prepare your invoice. From the preview screen, you will hav...

Follow the path below to create a new contract.  Sites (Client) > Select Site > Contracts > Create Contra...

The billing validation screen allows you to decide which completed patrols and dispatches you want to bil...