How to set up to bill or not bill for Assets not-tested on Price Per Asset Invoices

Overview

Price Per Asset invoicing allows you to charge a per-unit rate for your equipment tested during routine maintenance. You have the option to bill or not bill for assets not tested.

How to set up to exclude/include Assets not-tested on Price Per Asset Invoices

Select [Settings Cog]
Select [System & Products]
Select [System Settings]
Under the Invoice Settings heading, there is an option called 'Bill for Assets not-tested on Price Per Asset Invoices. Select this option if you want to bill your customer for not-tested assets. De-select this option if you do not want to bill your customer for not-tested assets.

How does the invoicing work?

When the check box is selected, the invoice will add the qty of assets on the property to the invoice regardless of the not-tested result on the Routine Activity.

When the check box is de-selected, the invoice will automatically adjust the qty on the invoice and will deduct any assets with a not-tested result on the Routine Activity with the exception of 1 combination, Fail/Not Tested, this combination will always be billed regardless if the check box is selected or de-selected. See all combinations below. If the qty of not-tested items on the product is at 0, there will be no line item created on the invoice as there is nothing to invoice for.

Fail/Not Tested - Will be billed
Outstanding/Not Tested - Will not be billed
N/A/Not Tested - Will not be billed
Not Tested - Will not be billed