In this article, we will provide a detailed tutorial on how to navigate and use the Billing page in Visitt. The Billing page allows you to view charges associated with work orders and offers the option to export these charges for your records.
Billing Page
You can navigate to the Billing page simply through the sidebar on the left hand side of your screen.
Once you are on the Billing page, you can view all charges from your work orders. You are able to sort them by Tenant, Work Order #, Description, Completion Date, Charges, Approval and Billing Status.
In this page you will also be able to Verify any charges.
Once a charge is verified, charges and the work order status cannot be modified.
You can also edit your view by simply clicking the Columns button and adjusting what you would like to see.
Exporting Charges
Exporting charges is useful when you need to share them with others, such as your billing team, tenants, or clients. To export charges, simply click the Export charges button. This will download a sheet containing all the charges displayed on your page. You can customize which charges to download by selecting the desired items on the left side of your screen.
Thanks for reading! If you have any questions or need further assistance, feel free to reach out.