{"id":2906,"date":"2022-12-07T12:37:05","date_gmt":"2022-12-07T04:37:05","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=2906"},"modified":"2023-11-16T11:34:03","modified_gmt":"2023-11-16T03:34:03","slug":"billing-feature","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/billing-feature\/","title":{"rendered":"Billing Feature"},"content":{"rendered":"\n<p>Facility Managers may need to bill their customers for work done. Customers for Facilities Managers may be the building owner, or could be tenants in residential or shopping complexes.&nbsp;<\/p>\n\n\n\n<p>FacilityBot\u2019s Billing feature helps managers send and track bills to <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/uncategorized\/managing-customers\/\">customers<\/a>.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"FacilityBot&#039;s Billing Feature\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/Gwy60umz0hU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a New Bill<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a new bill by clicking on the + New Billing button.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"162\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-6.png\" alt=\"\" class=\"wp-image-3170\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-6.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-6-300x95.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-6-230x73.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-6-350x111.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-4-6-480x152.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the customer you want to bill and enter the bill amount, date, and due date.<\/li>\n\n\n\n<li>You may also enter the invoice number.<\/li>\n\n\n\n<li>The bill may also be linked to requests or checklists. This could be useful to trace the underlying work done for this bill.<\/li>\n\n\n\n<li>Bills may also be linked to maintenance <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/expenditures\/\">expenditures<\/a> or <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/vendor-management\/\">vendor invoices<\/a><\/li>\n\n\n\n<li>Documents such as the Invoice PDF can also be attached to the Bill.<\/li>\n\n\n\n<li>Once all necessary information have been entered, click on Submit to save.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"483\" height=\"512\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-5.png\" alt=\"\" class=\"wp-image-3171\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-5.png 483w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-5-283x300.png 283w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-5-230x244.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-5-350x371.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-5-5-480x509.png 480w\" sizes=\"auto, (max-width: 483px) 100vw, 483px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Managing Bills<\/h2>\n\n\n\n<p>FacilityBot also allows managers to send bills to customers via email, update bill status and view billing history.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mouse over on a bill to show additional actions.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"193\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-4.png\" alt=\"\" class=\"wp-image-3172\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-4.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-4-300x113.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-4-230x87.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-4-350x132.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-6-4-480x181.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the Update Status icon to update the bill\u2019s status.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"256\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-3.png\" alt=\"\" class=\"wp-image-3173\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-3.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-3-300x150.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-3-230x115.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-3-350x175.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-7-3-480x240.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the History icon to view the bill\u2019s full history.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"417\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-2.png\" alt=\"\" class=\"wp-image-3174\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-2.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-2-300x244.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-2-230x187.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-2-350x285.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-2-480x391.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the envelope icon to send the bill to a customer via email. An editing panel will appear on the right where you can enter the customer\u2019s email address.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"417\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-3.png\" alt=\"\" class=\"wp-image-3175\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-3.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-3-300x244.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-3-230x187.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-3-350x285.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-8-3-480x391.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once entered, FacilityBot will email the Customer with the billing details. The status of the bill will automatically be updated to `Sent` and the Customer email address will be automatically recorded in the `Bill History` view.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"285\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-1.png\" alt=\"\" class=\"wp-image-3176\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-1.png 512w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-1-300x167.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-1-230x128.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-1-350x195.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/unnamed-10-1-480x267.png 480w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Facility Managers may need to bill their customers for work done. Customers for Facilities Managers may be the building owner, or could [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[44],"class_list":["post-2906","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Billing Feature - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/billing-feature\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Billing Feature - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Facility Managers may need to bill their customers for work done. 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