Bill Chemicals Used on Invoices

When this is on, completed jobs roll chemical-log usage onto the customer's monthly contract invoice. It is off by default — turn it on when the service rate does not already include chemicals. Inventory is included on Crew and up; Launch does not include Inventory.

1. 1

   Turn it on

   Go to SettingsChemical Billing and check Bill Chemical Usage on Monthly Invoices.

2. 2

   Choose how chemicals are priced

   Default Pricing Mode is Flat sell price or Cost plus markup %. If you chose markup, set Default Markup % (the screen defaults to 25). You can still override per product under Inventory.

3. 3

   Tax and how lines look

   Taxable on invoices (unless an item is marked non-taxable) is on by default. Invoice Line Style is Itemized (one line per product) or Summary (single line per month).

4. 4

   Price the products you use most

   On each inventory item, set Chemical Billing to flat, markup, or inherit the tenant default. A product with no resolvable sell price is logged but does not bill.

A plan can override the tenant switch. On the contract, Bill Chemical Usage can be inherit, on, or off. Check that under Sales and BillingContracts if one customer should stay flat-rate.

Techs log chemicals on Dose Plan in the visit wizard (not Parts Used — that is baskets, cords, and hardware). The sell price is stamped when they log the product, so a later markup change does not rewrite last month's invoice.

Verify it worked

Complete a visit with chemicals logged, then open that month's invoice on Sales and BillingInvoices. You should see the plan fee and the chemical lines on one invoice.

Pool companies who want quote through paid invoice can follow the monthly plan plus chemicals playbook.