Simplify invoices with Pooltechy

Managing your pool service business means staying on top of your billing. While PoolTechy automates much of your invoicing, there are times when you need to create a manual invoice for one-off repairs or special services.

In this quick video tutorial, we’ll walk you through the simple steps to generate, customize, and send a manual invoice to your customers.

Step-by-Step Guide to Manual Invoicing

1. Locate the Customer Profile

Start by navigating to the Customer Pools section from your main menu. Select the specific customer you wish to bill from your list.

2. Access the Invoices Tab

Once inside the customer’s pool profile, click on the Invoices icon (the list symbol) to view their billing history. To start a new one, click the “+” button at the bottom of the screen.

3. Add Line Items

Your new invoice will start as a “Draft”. Click Add Item to begin detailing the services provided:

• Description: Enter the service performed (e.g., “Filter Deep Cleaning”).
• Unit Amount: Enter the cost for that specific item.
• Quantity: Adjust the quantity if necessary.

Click Save after entering each item. You can add multiple items, such as a “convenience fee” or parts, to a single invoice.

4. Review and Send

Before sending, review the totals at the bottom of the screen. PoolTechy will automatically calculate:

• Total Billed: What the customer sees.
• Platform Fees: The processing cost.
• Revenue: The actual amount paid to you.

When everything looks correct, click Finalize & Send. The status will change to “Processing” as it is delivered to your customer for payment.

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Need more help? Explore our other Video Tutorials or contact our support team today!