Through the MobiWork web interface, you will be able to set different price lists for different customers, products, or services.

This section will highlight some of the most commonly asked questions regarding pricing for customers.

You can set up different pricing (year or monthly) for your customers. This can be done through the MSRP pricing for yearly and monthly services in the Parts & Services page.

For more information about setting up different pricing options, please see the Add a Part or Service.

If pricing is different for each client or you offer different programs, (e.g., Silver, Gold, Platinum, etc.), MobiWork also has a Price List feature. The Price List feature will allow you to set-up specific pricing per customer or create group pricing with an overall percentage discount from your MSRP; this also includes pricing at the part/service level:

For more information about the Price List, please see the Price Lists page.

In MobiWork you will be able to set up a billable address that is different from the service address. There are a few options that you can utilize depending on your use-case:

1. In the View Customer pop-up window’s “Location” tab, the first location is designated as the bill-to address. Any additional addresses would be considered service addresses.
You can access more customer billing options (e.g., invoice terms per customer, etc.) through the View Customer pop-up window’s “Billing” tab. On the “Billing” tab, access the “Information” tab to view the Invoice Creation Details and Billing address. For more information about accessing the billing information from the View Customer pop-up window, please see View Customer page.


2. If the bill-to address is another customer that you have to set up in MobiWork, you can access the View Customer pop-up window’s “Billing” tab and select the desired customer who is supposed to receive the bill.
For more information about accessing the billing information from the View Customer pop-up window, please see View Customer page.

You can record notes and correspondences related to billing and invoices in the View Customer pop-up window. The reminders function can also help in keeping track of notes and correspondences:

The "Notes" column in the "Billing" tab can also be used to capture billing specific details. For more information about the notes and reminders feature, please see the View Customer page:

There are two different ways to update the bill-to information for a customer so that it displays the parent customer on the invoice and invoice PDF.

• If you change the billing details through the invoice, it will only update the bill-to information for that individual invoice.

• If you change it in the customer profile, all future invoices will include the updated bill-to information.

This section will highlight how to update the bill-to information from the customer profile.

To display only the parent customer on the invoice's bill-to field, you will need to access the View Customer pop-up window's "Billing" tab. For more information about this tab, please see the View Customer page:

On this tab, click on the Pencil icon in the "Default Billing Details" panel.

The Edit Billing Details pop-up window will then appear:

In the "Send Bill To" drop-down, select the "The Parent Customer" option to confirm that the bill-to customer should be the parent customer.

Please note that this setting will only apply to future invoices; it will not update existing invoices.

You can update the billing details so that it applies only to the selected invoice; this will ensure that any future invoices' bill-to information will remain unchanged.

To accomplish this, you will first need to open the View Invoice pop-up window. For more information about this pop-up window, please see the View an Invoice page.

On the View Invoice pop-up window, click the Pencil icon on the "Bill To" panel:

The Billing Details pop-up window will then appear. In this pop-up window click on the click the Pencil icon:

The Edit Billing Details pop-up window will then appear; this pop-up window is identical to the one that you can access from the customer's profile:

In this pop-up window you will be able to update the billing details for the specified invoice.

From the "Send Bill To" drop-down, select the desired recipient for the invoice:

• You can choose to use the default customer.

• You can select the parent customer, if the selected customer has a parent-child relationship with another customer.

• You can select another customer (if the customer is registered in your MobiWork account). This option will allow you to bill another customer without having to create a parent-child relationship between the customers.

• Or you can select the "Other" option if you would like to use a customer that is not registered in your MobiWork account.

If you would like to update the bill to information for all future invoices, you will need to update the billing information from the customer profile.

You can add credit to a customer's profile through the "Billing" tab in the View Customer pop-up window. This credit (prepayment) can then be used to split payments across multiple invoices associated with the customer.

In the "Invoices" panel, click on the Individual Actions button and from the drop-down select the "Add Prepayment" option:

The Add Prepayment pop-up window will then appear. Input the payment amount and select the "Credit Card (No Process)" option for the "Payment Method" field:

You can utilize this credit by selecting the "Unapplied Prepayment" payment method in the Add Payment pop-up window:

After adding the prepayment to an invoice, you can adjust the customer's remaining balance through the View Customer pop-up window.

Select the "Recalculate Balance" option from the Individual Actions button to update the customer's remaining billing balance:

If you have any questions or need further assistance, please let us know. We'd be happy to help!