How your billing frequency works

PoolHelm bills per visit. An invoice is created each time a visit is completed. That is the whole model today.

You’ll find it at Settings → Organization as Billing Frequency: Per Visit, with a one-line explanation: “An invoice is created each time a visit is completed.”

What it means in practice

A tech finishes a visit and PoolHelm creates a draft invoice at the customer’s rate. It is built from work your tech actually finished and recorded — a stop that was skipped or carried over hasn’t been completed, so it isn’t billed as though it had been. Nothing is sent until you send it, unless auto-send is on for that customer.

You can still price monthly

Enter a service level’s rate as a monthly amount and PoolHelm converts it to the per-visit figure it bills at, showing you both. A customer on weekly service at $150 a visit sees the echo line “$649.50 a month at weekly service.” What arrives is four or five invoices a month rather than one, at a rate that adds up to the monthly figure you quoted.

Monthly invoicing is not switched on

One invoice covering a whole month is built but deliberately hidden. There’s nowhere yet to say which day of the month a customer should be billed, so PoolHelm doesn’t offer the choice rather than bill on a date you can’t change. When the billing-date control ships, monthly comes with it.

If a customer really needs one bill a month, the answer today is autopay. Their card is charged as each visit is invoiced, so they aren’t clicking a payment link four times a month.

See also: “How chemicals are billed” and “Set up autopay for a customer.”