Finance
Billing a customer
Price it, bill it, and chase what was quoted
- EstimateWin the job with an itemized PDF estimate.
- InvoiceNumbered PDF invoice, next month in one tap.
- Customer statementEvery invoice and payment for one customer, in date order, with the difference.
- Quote follow-up logQuotes you sent, when to chase, and what the customer said.
- Recurring billing scheduleWhich customers are billed on a cycle, how much, and what is next.
What billing a customer covers in Finance
Price it, bill it, and chase what was quoted. That is the job Billing a customer does inside CompliMaint Finance, and it holds 5 tools for it — money to handle, registers to keep and documents to produce. Each opens at its own address, free, with no account and nothing to install. The app around them is for estimates, invoices, recurring billing and real books underneath.
The questions this section answers
- Win a job — Estimate & Quote Maker
- Get paid — Invoice Maker
- Answer “what do I owe you?” — Customer Account Statement
- Stop letting quotes go quiet — Quote Follow-Up Log
- Remember who to bill and when — Recurring Billing Schedule
2 money to handle: billed, collected, or costed. 2 registers to keep: held now so the question can be answered later. 1 document to produce: something to send, sign or file.
Connected CompliMaint apps
- CompliMaint Services — Customers, the diary, estimates and invoices — the whole of a service business. 5 tools in billing a customer are work Services does too, at the same address.
- CompliMaint Construction — Field reporting, RFIs, submittals, materials and the money that moves with them. 3 tools in billing a customer are work Construction does too, at the same address.
- CompliMaint Property — The records a tenancy produces, each carrying the statute that governs it. 1 tool in billing a customer is work Property does too, at the same address.
Where to go next
- Buying — Committed before the work starts — 9 tools
- Bills — What arrived, checked against what was ordered — 10 tools
- Budgets — What it will need, and what was approved — 8 tools
- Claims — What somebody spent and is owed back — 1 tool
- Money owed to you — Aged, chased, agreed and reviewed — 6 tools
- Work out the number — A figure you can show somebody, from numbers you entered — 6 tools
- Reconciling — The statement against the ledger, and the bank against both — 2 tools
- Get paid — Estimates, invoices, payments, and who still owes you
- Spend — Expenses, bills you have not paid, and who you buy from
- Bills to approve — Supplier invoices waiting to be checked, coded and approved
- Recurring billing — Set up repeating invoices once, and raise each one in a click
- Banking — Your accounts, imported transactions, and reconciling to a statement
- Reports — Profit, balance sheet, cash flow and aging — from your books
- Books — The categories behind your reports, and the accounting settings
- Finance settings — Payment terms, your price book, sales tax and invoice reminders
- Documents — Everything you have filed, ready to reopen or print