One service job ends up with more than one payer
Customer, warranty and other charges are separated after the job.
Charges are misrouted or invoiced late
ProductRetail XWorkshop X
Invoicing & Payments
One service order. The right invoice for every payer.
Route every charge to the responsible payer, keep each invoice connected to the job and present the customer's share through Service Tracker.
Where one service order becomes several billing problems.
Billing breaks down when one service order must be divided between different responsible payers.
The same job is rebuilt every time an invoice is raised
Teams recreate demands, orders and lines for each billing route.
Administration grows and the service record fragments
The invoice is ready, but payment is still somewhere else
The invoice is ready, but payment still follows a separate path.
Payment slows collection and handover
WHAT IT DOES
Bill every part of the job to the right payer.
Divide one service order into the required billing records without losing its connection to the original work.
Assign every demand to its responsible payerIdentify whether each item belongs to the customer, warranty or another payer.
Split one order for different billing routesCreate the required billing groups without rebuilding the workshop job.
Create a separate invoice for each payerKeep every invoice aligned with the work and parts it represents.
Keep every invoice connected to the jobPreserve the link between the service order, demands and billing records.
Synchronise with the DMS, GMS or ERPExchange the relevant order, invoice and status information.
Let the customer pay through Service TrackerPresent the customer's invoice and online payment option in the service journey.
Correct payer allocationCharges route automatically to the right customer, warranty or fleet payer.
Connected billing recordsEvery invoice stays linked to the original service order and demands.
Customer online paymentCustomers pay their invoice directly through Service Tracker.
“Built for service work with more than one payer.”
SEE IT AT WORK
Split the bill without rebuilding the job.
The completed service order can be divided by responsible payer, converted into the required billing records and sent back to the DMS, GMS or ERP. The customer’s share can then be presented for online payment through Service Tracker.
- Different payers on one service order
- Demands and lines allocated without rekeying
- Billing records synchronised to the core system
- Customer payment presented through Service Tracker
HOW IT CONNECTS THE WORKFLOW
From one service order to every required invoice.
Keep the work connected from start to finish.
Allocate each demand by payer, create the required billing records and synchronise them with the connected DMS, GMS or ERP.
Every invoice retains its connection to the work, parts and original service order.
The connected workflow brings together:
- Service order — work and recorded demands
- Payer allocation — customer, warranty or other payer
- Connected systems — invoice and status synchronisation
