When Closing & Invoicing Visits

In the Copilot Settings, under Preferences, you can decide how you want the system to generate invoices when a visit on the Schedule/Dispatch Board has been closed.

To find this setting, you can go to the Settings in the top right-hand side of any Copilot screen.

Next, you will want to click the Preferences tab and scroll down until you see When Closing & Invoicing Visits.

Create an Invoice for Each Visit: Selecting this option will create a new invoice every time a visit has been completed, even if it is for the same customer.

Add Visit Info to an Existing Invoice for Customer, if it's Not Sent: Selecting this option will add the completed visit's line items to an unsent, unpaid invoice for the same customer. If an existing invoice has already been sent, or paid in any capacity, a new invoice will be created.

Add Visit Info to a Pending Invoice for Customer for the Month of Visit: Selecting this option will add the completed visit's line items to an unsent, unpaid invoice for the same customer if the existing invoice date is within the same month of the newly completed visit. If an existing invoice has already been sent, or paid in any capacity, a new invoice will be created. If an existing invoice is for the previous month, and a new month has started, a new invoice will be created.

These settings take effect moving forward, not for already completed visits.