Plumbing bills in two shapes and they fight each other. There is the emergency (a service call, an hour, a part off the van) and there is the install, quoted weeks ahead and paid in stages. Doing both out of the same notebook is how a $40 part ends up unbilled.
These go in your price book once, with your own prices against them. After that a line is one tap: the item, the description, the unit and the price fill themselves, and the totals resolve underneath.
| Line | Unit |
|---|---|
| Plumbing labor | hrs |
| Service call, standard hours | each |
| Service call, after hours | each |
| Water heater service | each |
| Parts and fittings | job |
| Bathroom remodel | days |
Prices are yours. Invoice Koi ships a handful of round placeholder lines to start from and never fills your book with figures you did not set.
Merchant, amount, tax and category come off the paper. The photograph is filed against the job either way, so the parts you paid for at eight in the morning are on the invoice at six.
Set a water heater service to repeat weekly, monthly, quarterly or yearly, and the next one is drafted and waiting rather than remembered.
Keep a standard service call and an after-hours service call as two lines in the price book, and pick the right one at eleven at night without doing arithmetic.
Yes. Keep a "Parts and fittings" line in your price book priced at zero and set the figure per job, or scan the merchant receipt and put the real number on it.
Keep both service calls as separate lines in the price book. Tapping the right one fills the description and the price, so an out-of-hours job is never billed at the daytime rate by accident.
Record what the customer has paid against the invoice as it comes in. The balance, the status and every report figure follow from the payments you record, so a part-paid invoice shows what is still owed.
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