• Billing: Defaults

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

  • Billing: Create a Tax Class

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

  • Billing: Override a Tax Class or a Base Currency

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

  • Billing: General Settings

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

  • Billing: Invoice Settings

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

  • Billing: Mobile Suite Specific Settings

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

  • Billing: Bill Items

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

  • Billing: Invoice Preferred Language

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

  • Billing: Site Specific Preferences

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

  • Billing Management Within The Site

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

  • Tax Engine: Avalara Tax (v15) Settings

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

  • Billing: Invoices

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

  • Billing: Invoice Preparation Step by Step

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

  • Receivables

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

  • Billing: All Contracts

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

  • Billing: All Positions

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

  • Billing: All Patrols Groups

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

  • Billing: Ending Contracts

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

  • Billing: Contract Overview and Navigation

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

  • Billing: Set Up Service Models

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

  • Billing: Invoices - Introduction

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

  • Billing: Invoice Errors

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

  • Billing: Unlock a Billable Item

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

  • Billing: Editing an Invoice View

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

  • Billing: Prepare in Batch

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

  • Billing: Credit an Invoice

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

  • Billing: Record an Invoice Payment or Reverse a Payment

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

  • Billing: Prepare an Invoice

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

  • Billing: Create a Contract

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

  • Billing: Patrol and Dispatch Billing Verification Screens

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