Fundamentals of Back Office Suite - Billing And Invoicing
An easy to follow guided video tour of the TrackTik Back Office Suite of products
Billing And Invoicing Video Introduction
With TrackTik's Billing module, you will always invoice your clients at the right time and for the right ...
Bill Items Video
Bill items are the building blocks of contracts and invoices. They represent the services for which you b...
Service Models Video
Service models determine how you will bill your clients. Whether you invoice for hours worked, patrols or...
Site Billing Options Video
Wondering how to set an invoice distribution method for a site? Do you need to create ad hoc invoices or ...
Creating Contracts Video
Before you can invoice your clients, you need to create contracts. Find out how to do so here!
Multi-site Billing Video
If you have multi-sites, you may want to bill your clients for services rendered at sub-sites on the cont...
Invoice Preparation Video
Now that your contracts, bill items and service models are set up, it's time to do some invoicing! Check ...
Invoice Window Video
In this video, you will learn how to navigate the invoice to view, add and remove items, item description...
Batch Invoicing Video
Save time by creating your invoices in batch. Learn how in this video!
Ad Hoc Invoices and Credit Memos Video
Sometimes, you may want to create credit memos and invoices that are not linked to contracts. Check out t...
Entering Payments Video
What do you do when a customer sends you a payment for an invoice you have sent them? Find out in this vi...
Credit Memos Video
Sometimes you have to issue a credit against an invoice. Watch this video to find out how.