TAC supports several different invoicing methods. They all create line-item charges for a site and are then converted from a line item charge to an invoice. Some of the more highly used methods are:
Work Order Conversion To Line Item Invoice.
The work order information is used to populate the line item charge. This is done at two locations within TAC.
Site Charges Form
The form asks for a site number and/or a work order number. The form brings up a section for you to confirm the work order fields that had been populated by the order taker or dispatching activities, ie., rate code, landfill, driver, quantity, invoice description, etc.. These are then used to populate the line item charges to avoid duplicate data entry and to confirm that each work order is completed. Once the initial line item has been entered, you can then enter as many additional line items as needed to complete the detailing of work associated with the work order.
You can leave these open charges on file to be invoiced at a later time, or use the action menu to generate an invoice on the spot for the charges entered.
Work Order Conversion - Single
Designed for the business that usually has a single line item per invoice, e.g., fuel delivery, liquid waste service, and roll-offs, etc.. This is a high-speed entry form that converts each work order to a single line item charge.
Rental Unit
A unit is assigned to a site and any one of five different line items can be populated either at a daily, weekly or monthly rate. The assigned units records are used to generate a separate line-item charge for each rate entered using an automated process that looks at each unit and determines if the unit is to be invoiced. If so, a line item charge is generated, and the billing dates electronically updated for the new billing period. The routine to generate the line item changes, Main Menu Invoicing/Invoice Bulk Line Item Posting, handles various billing methods, including:
Advanced
Arrears
28-30 Day Fixed
Pro-Rated
Pro-Rated Fixed
Single Site
Multi-Site
Whole Month Increments
Multiple Whole Month Increments (Every Three Months)
This line item charge can be invoiced directly, or combined with other manually entered line item charges from work orders to create an invoice.
Late Charges
This process checks selected sites based upon the late charge calculation method used by your company. You can select applying charges for sites at 30+ day, 60+ days or 90+ days. The process checks each site and if they have not had a LATE charge applied, a new line item charge is electronically entered as an open line item charge to be included in the next invoice for the site.
Other pre-billing routines available are:
Metered Unit
Uses actual meter reading on each rental unit to determine the monthly charge.
Minimum Monthly Billing
Calculates line item sales for a selected period. If the actual line item charges do not add up the required amount, an incremental charge is generated.
Sales-Based Rental
Calculates sales for a selected period and generates a rental charge if the sales are below a specified level.