VTS Activate makes it simple to add charges to your Service Requests when applicable. You will select an existing product or service from your Products & Services catalog and it is then applied to the Service Request.
Adding Charges to Service Requests
To add charges to your Service Requests, navigate to Service requests under Work Orders.
Select the Request ID of the Work Order to which you wish to add a charge. This opens the request Details.
Navigate to Billing to add your charge. Select + Add product or service to choose what is relevant to your Service Request. There is no limit to how many can be added.
A pop-up appears for you to select the Type, whether a Product or a Service, the Category, and once the Category is selected, the relevant products/services will appear under Item name. Select a Quantity (up to 2 decimal places) and then Add.
Your new Charge will appear and allow you to Submit charge when you're ready.
| ⚠️ After a charge is submitted it can't be edited and will go through to billing. You can void the charge anytime before payment. |
Edit Rate
When creating a new service charge, you have the ability to edit the default charge rate, for example to create a one-off discounts or account for minimum fees. Activate will display the rate change difference, and issue a warning if the entered amount is below the product or service listed minimum rate.
Invoicing options
Property managers can seamlessly add work order costs to the client’s monthly invoice, creating a more efficient and accurate billing process. This reduces manual effort, minimizes errors, and improves cash flow.
1. Process a work order as usual.
2. During work order completion, select the ‘Add to Current Monthly Invoice’ option.
3. The work order cost will be automatically included in the client’s next monthly invoice.
4. Review and reconcile the consolidated invoice, which now includes work order charges.