Skip to main content
All CollectionsSettings Explained
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

Support avatar
Written by Support
Updated over 9 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
Did this answer your question?