Overview
Per Asset invoicing allows a Customer to be billed a fixed rate per asset per test, for example, $10 per Extinguisher.
This is usually used on smaller properties where you do Six-Monthly and Annual servicing, however, it can be used for any Product.
Once the asset price has been set up on each product and the Routine Activity has been completed, the system will automatically create an invoice for the RA with a line item per product group, the number of assets on that product, and a unit price that was set up on the product.
You can have different prices per asset per period. You can even have different prices per asset per period. For example, $15 for a Six-Monthly Hose Reel service, and $45 for the Annual service - The system will do all the hard work, figuring out which test was completed and how much this should charge.
Access
- From the Property, select [Inspections] from the left menu.
What if you've already set up Inspections on your Property?
- Select the S&E Type you wish to update.
- The inspection details will pop up, scroll to "Invoice and Pricing".
- Change the "Invoicing Type" to Per Asset.
- Input your bill price into "Invoice and Pricing".
- Select [Save].
Creating a new Inspection with per-asset invoicing
- Select [+ Add Product To Inspect].
- Select the S&E Type and Product.
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Scroll to "Invoice and Pricing" and select Per Asset.
- Input your bill price into "Invoice and Pricing".
Asset prices can change depending on the test period, for example, monthly is $10.00, and 6 monthly is $30.00, these can be entered individually. If the asset test price is the same no matter the period, just enter the same amount in each section.
- If you would like to add another product after saving, tick [Add another Product after saving] at the bottom of the form.
- Select [Save].
The invoicing type is represented in the inspection table.
How will this look once invoiced?
As an example, we have below two Hose Reels and five Extinguishers.
Once the Routine Activity has been completed, the invoice will be sitting in your drafts for you to send.
- From your FireMate Navigation menu, select [Business Tasks], then select [Invoices].
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Select [Draft Invoices] from the left menu.
The invoice will have the asset unit price, the total asset price, and the total invoice value.
For example, for two Hose Reels at $45.00 per unit, $90.00 total asset price, there are 5 Extinguishers at $10.00, $50.00 total asset price, and then an overall total of $154.00 including Tax.
Note - If you have fees set up on your Business Entity or Contract, these fees are not automatically added to your Per Asset Invoice.
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