Overview

Billing in Supermove ensures jobs are priced accurately and consistently. The Office App Billing Engine allows sales and operations teams to:

• Apply fees and discounts correctly.

• Adjust hourly rates for unique jobs.

• Track payments and finalize invoices efficiently.

This guide introduces the essentials while linking to more detailed resources for deeper learning.

Bill Templates

Bill Templates let you standardize billing by applying pre-configured sets of bill items to a job or project.

• Job-Level Templates: Include the project and job number, and are the most commonly used type. They apply to individual jobs and help ensure consistency across similar move types.

• Project-Level Templates: Only display the template name and are typically used for Long Distance moves. They allow you to apply the same set of items across an entire project.

Tip: Using Bill Templates ensures your estimates, invoices, and billing items are applied consistently and reduces manual entry errors.

🎥 Training Video:

📌 Learn more: Adding Bill Templates to an Invoice

Bill Items

Supermove uses two types of bill items:

• Library Bill Items – Pre-configured items with automatic calculations.

• Custom Bill Items – Manually added for specific jobs; values must be entered each time.

Tip: Library Bill Items with formulas appear greyed out; adjust them via Billing Values rather than editing the item directly.

📌 Learn more: Adding Fees to the Bill and Billing Items – Adding and Editing

Editing Billing Values

Some Library Bill Items rely on formulas. Use Edit Billing Values to adjust:

• Hourly Rate Override

• Number of crew or trucks

• Estimated hours or weight

Tip: Overrides affect only the specific job. Company-wide rates remain unchanged.

📌 Learn more: Editing Billing Values and How to Override an Hourly Rate

Fees & Discounts

• Library Fees: Predefined items calculated automatically.

• Custom Fees: Enter values manually for the job.

• Discounts: Enter negative values to reduce the total.

🎥 Training Video:

📌 Learn more: How to Add Fees and Discounts to a Bill

Hourly Rates Tables

The Hourly Rates Table gives full control of rates by:

• Number of movers

• Number of trucks

• Day of the week (optional)

Tip: Duplicate tables if you want to preserve historical rates while creating new ones.

📌 Learn more: Manage Hourly Rates Tables

Balancing & Finalizing Invoices

Invoices must have a balance of $0 to be finalized.

• Customer owes you: Check Unpaid status or red Balance Due. Collect remaining payment.

• You owe the customer: Check green Balance Due; record refunds or add negative payments.

🎥 Training Video:

📌 Learn more: Balancing an Invoice and Finalizing Invoices (Manual and Automatic)

Next Step

As a member of your sales or operations team, your role is to:

• Apply a Bill Template to a job or project.

• Add a Library or Custom Bill Item.

• Adjust a Billing Value (e.g., hourly rate, estimated hours).

• Apply a Fee or Discount as needed.

Practice Challenge

1. Open a test project.

2. Apply a Bill Template at the job or project level.

3. Add a Custom Bill Item and verify the total updates correctly.

4. Apply a Discount and confirm the bill adjusts.

5. Use Hourly Rate Override to adjust a job-specific rate without affecting company defaults.