One Customer, One Invoice
Some of your customers have more than one pool. A property manager with five sites, a homeowner with a spa and a pool on separate jobs, a commercial account with pools at three locations. Until now, each of those maintenance jobs billed on its own schedule and produced its own invoice, so one customer could receive five separate bills in the same week.
Pool Founder now offers consolidated billing. Turn it on for a customer and every one of their opted-in maintenance jobs rolls up into a single invoice each billing period. This is available to every company with no setup or flag to request.
How consolidated billing works
Open the customer and find the Consolidated Billing card on their info page. Flip the switch to enable it, then choose a billing schedule and which of the customer's existing maintenance jobs to enroll:
- Billing schedule - Bill monthly on a chosen day of the month, or weekly on a chosen day of the week. Every enrolled job now bills on this one shared cadence.
- Enroll existing jobs - Eligible maintenance jobs are listed with their address and current schedule. Every eligible job is selected by default, and you can uncheck any you want billed separately.
- Pass processing fees - Optionally add card processing fees to the customer's invoice when their card is charged.
- Bill without completions - Optionally bill the period even when no visits were logged.
From then on, each billing period every enrolled job's charges are combined into one invoice for that customer. You manage the enrolled jobs at any time with the Manage button, adjust the schedule or fee settings with Edit, and turning the feature off moves each job back to its own billing schedule.
Consolidated billing combines one customer's own maintenance jobs and service locations. It does not merge bills across different customer accounts. Linking separate accounts together is handled by parent-child customers, which is a different feature.
Every charge is labeled by property
When one invoice covers several pools, the customer needs to know which charge belongs to which property. On a consolidated invoice, each line item is prefixed with the service location's street and city, so a five-pool account reads as five clearly labeled sections on a single bill rather than an anonymous list of amounts.
These invoices carry a Consolidated badge in the dashboard so your office staff can tell a rolled-up invoice apart from a standard per-job invoice at a glance.
What can and can't be enrolled
Consolidated billing works with recurring maintenance jobs. The enrollment screen splits a customer's jobs into eligible and "Not eligible" and shows the reason a job can't join, so there is no guesswork. A few billing modes are intentionally kept out of the rollup:
- Per-visit jobs with no batched schedule bill each visit on their own, so they stay out of the rollup.
- Bill-externally jobs are handled outside Pool Founder and are never rolled up.
- Bill-ahead jobs that charge in advance keep their own billing.
If you want one of these jobs in the rollup, switch its billing mode in the job first, then enroll it. Everything else about the job, its route, schedule, tasks, and service reports, stays exactly the same. Only the invoicing changes.
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Try Pool Founder free for 30 daysFrequently Asked Questions
Does this combine invoices for different customers?
No. Consolidated billing rolls up the maintenance jobs and service locations that belong to a single customer into one invoice. It does not merge bills across separate customer accounts. If you need to bill for multiple related accounts, that is handled by the separate parent-child customers feature.
Which jobs can I include in a consolidated invoice?
Recurring maintenance jobs on the customer that are not per-visit-only, not billed externally, and not set to bill ahead. The enrollment screen marks any job that cannot be included as "Not eligible" and tells you why, so you can adjust the job's billing mode if you want it in the rollup.
How often does the consolidated invoice go out?
On the schedule you set for the customer. You can bill monthly on a chosen day of the month, or weekly on a chosen day of the week. Every enrolled job bills together on that one shared cadence instead of each job running on its own timing.
What happens if I turn consolidated billing off?
Each enrolled job is moved back to its own billing schedule and resumes producing its own separate invoices. Turning the feature on or off does not change the jobs, routes, or service history in any way.