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Update Billing Settings in Bulk
Update Billing Settings in Bulk

How to push price changes and billing settings changes to all customers and route schedules

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Written by Support
Updated over 8 months ago


You can update changes across the entire system when editing the following settings in the "Billing Defaults" section on the Settings page:

  • Monthly Flat Rate or Per Visit

  • Paid in Advance or Paid in Arrears

  • Invoice Terms

  • Auto Email Invoice

  • Price Changes For Any Service Level/Type Combination

  • Auto Charge for Chemicals Used (or not) On Any Service Level

  • Tax Rate Assignment

  • When a setting or amount is changed, a blue arrow icon will appear beside it

Pool office manager changing billing settings in a pool company software platform

  • Clicking the arrow is optional and will update the setting for ALL customers/properties/route schedules
    (the default setting is changed whether you click the arrow icon or not)

  • For price changes, you can choose whether or not to update prices that have been "locked" on a route schedule
    (allows you to keep custom pricing and change the rest in bulk)

    Confirmation window showing radio button options to update all prices or exclude locked prices
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