Billing Overview 

The following areas are covered:

  • Types of invoices
  • Time period covered by the invoice
  • Locations included on the invoice
  • Recurring step-by-step overview
  • Single event step-by-step overview
  • Multiple events on a single invoice  Step-by-step



Types of Invoice Generations


Recurring invoice generation

Recurring invoice generation is charging a customer for service that they have agreed to on on on going basis. such as

  • Rent a portable toilet
  • Commercial waste bin 
  • Residential waste pickup
  • C & D roll off rental and service
  • Storage rental
  • Contract of service component for a will call customer

Event based invoicing 
Event based invoicing  where a charge in generated when work is completed. Examples of event based invoicing are
  • Septic pumping
  • Medical waste 
  • Exchange of a C&D roll off
  • Grease cleaning
  • Back oil recover
  • Yellow oil recovery
  • Will call service for customer owned and operated equipment
  • Fuel delivery
  • Special event for portable toilet rental
Event based invoicing comes in two uses. The first is a single invoice is generated for each service event. The other is multiple service events of a time period e.g. day, week or month are combined and printed on a single invoice

Time periods

TAC support a complete multi-pass billing \ invoicing tools.  You can generate invoices for any of the following time intervals

  • Anniversary 28 day in advance or arrears
  • Whole month or Whole month anniversary
  • Prorated in advance or arrears
  • Event based, one time for a specific time period e.g. weekend
  • 28 day with number days off set

Locations on a an Invoice
TAC support both
Each location get a single invoice
Customer or multi-site invoice - all locations for a customer are detailed on a single invoice


Recurring invoice generation - Step by Step Overview

This is where you will be billing \ invoicing the customer on going for service

  1. The customer and service location are created
  2. Work order is created to initiate the service (optional step, smaller companies simply tell the driver to deliver equipment)
  3. Rental unit is assigned to the service location with
    1. Start date set to the delivery date
    2. Bill through date to the day before the delivery date so the unit can be billing for the date placed
    3. Rental rate charges (up to 10 categories are available e.g. rent service, etc.)
  4. First invoice is generated and processed e.g. paid with cc on file and emailed to customer


Single Event based invoicing  - Step by Step overview

This is  where you will be billing \ invoicing the customer for a single event

  1. The customer and service location are created
  2. Work order is created to have the work done e.g. pump septic tank
  3. When work order is completed onthe Web Servie Tablet or manually returned at end of day, it is conv erted to pending line charges
  4. Line charges are then converted to an invoice and processed


Multiple Event based invoicing  - Step by Step overview 

This is  where you will be billing \ invoicing the customer for a single event 

  1. The customer and service location are created
  2. Work order is created to have the work done e.g. pump septic tank
  3. When work order is completed onthe Web Servie Tablet or manually returned at end of day, it is conv erted to pending line charges
  4. Steps 2 and 3 are repeated and at the end of the time period e.g. day, week or month, step 5 is done
  5. Line charges are then converted to an invoice and processed