Monthly Automatic Invoicing for Service Agreements/Maintenance Work

Although a true, fully automated solution does not exist at this time, assistance is available to drastically lessen the time one needs to spend producing invoices monthly the manual way for monthly charged service agreements.

The basic concept is:

1. You have/want to have a Service Maintenance contract/agreement with your customers, on a payment subscription basis.
2. You then need to set up/administrate them in SB (maintenances once, twice, or more times per year)
3. You have a differing invoicing schedule you want to operate with each one as needed (monthly/quarterly charge - regardless of when the maintenance is preformed).
4. The charge A) may be set and always the same each time or B) may be initially set at a given rate with additional charges on any one of the scheduled invoices you need to be able to send to your customers during the agreement time.

To do this with ServiceBox and automate as much as possible (end result being an automatic Work Order produced on time/schedule for each maintenance the contract needs performed at, along with invoicing on a different schedule), you can:

1. Set up a specific Recurring Work setup to reflect the needed maintenance start date and go forward timing/cadence of the next and all further maintenances,
2. In EXTREME cases that need/require it - possibly set up a second Recurring Work setup for the same company to cover off a maintenance in the agreement that does conform to the regular schedule in 1), which might be only once a year,
3. Set up a Recurring Work setup - under a specific Work Order Status to indicate it for "SM Invoicing Only" - that would produce a work order whose whole intent is to be immediately, manually, converted to an Invoice in SB and "Submitted"/emailed to the customer for payment.
4. Unfortunately, at this time, there is no way in our programming to automatically convert this specific type/status of a Work Order to an Invoice. It must be done manually.