Billing Accounts

Accumulate charges from work orders over monthly billing cycles. Automatically process payments and generate statements with flexible billing options, spending controls, and approval workflows.

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How Billing Accounts Work

Billing accounts allow you to accumulate charges from work orders over a monthly billing cycle. At the end of each cycle, statements are automatically closed and payments are processed, streamlining your billing workflow.

For Operators

Create billing accounts for customers, set billing cycles, and manage automatic payment processing from your dashboard.

Create billing accounts per customer
Set monthly billing cycle day
Configure spending controls

For Customers

Customers can view their billing account, see accumulated charges, and manage payment methods through their customer portal.

View current statement balance
Manage payment methods
Access billing history

Automated Billing

Automatic statement closing and payment processing at the end of each billing cycle.

Automatic statement closing
Automatic payment processing
Invoice generation

For Operators: Managing Billing Accounts

As an operator, you can create billing accounts for customers, configure billing cycles, and manage automatic payment processing.

What Are Billing Accounts

Billing accounts are financial containers that accumulate charges from work orders over time.

Accumulate Charges
Work orders are automatically posted to billing accounts
Monthly Billing Cycles
Each account has a billing cycle day (1-28) when statements close
Multiple Accounts Per Customer
Customers can have multiple accounts (e.g., "Personal", "Business")

How to Create Billing Accounts

Simple workflow to set up billing accounts for your customers.

1
Select Customer
Choose the customer for the billing account
2
Name the Account
Give it a name like "Personal" or "Business"
3
Set Billing Cycle Day
Choose day 1-28 when the billing cycle closes each month
4
Configure Options
Set autopay, spending caps, and approval thresholds

Billing Account Features

Comprehensive controls and options for managing customer billing.

Billing Cycle Management

Set billing cycle day (1-28) for each account
Automatic statement closing on cycle day
View current statement balance before closing
Access complete billing history

Payment & Controls

Enable or disable autopay per account
Set monthly spending caps (optional)
Configure approval thresholds for large charges
Control posting while account is past due

Billing Cycle Process

Understanding how charges accumulate and statements are processed automatically.

During the Billing Cycle

Charges accumulate on the billing account throughout the month.

1
Work Orders Created
Work orders are created and assigned to a billing account
2
Charges Accumulate
Charges from work orders are posted to the account's current statement
3
Real-Time Balance
Current statement balance updates in real-time as charges are added

Statement Closing & Payment

Automatic processing when the billing cycle closes.

1
Cycle Day Arrives
On the billing cycle day (e.g., day 15), the statement closes
2
Statement Generated
A statement is created with all accumulated charges
3
Payment Processed
If autopay is enabled, payment is automatically charged
4
New Cycle Begins
A new statement opens for the next billing cycle

Billing Account Statuses

Billing accounts can be in different states based on payment status and configuration.

Active

Account is active and accumulating charges normally.

Paused

Account is temporarily paused and not accumulating charges.

Past Due

Account has unpaid statement and may be restricted from new charges.

Key Features

Everything you need to manage customer billing efficiently.

Secure Payments

Spending Controls

Set monthly spending caps and approval thresholds for charge control.

Automatic Statements

Automatically generate and send statements at the end of each billing cycle.

Ready to Streamline Your Billing?

Join operators who are simplifying their billing process with automated monthly billing cycles and payment processing.

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