Generate Board Bills
This feature allows the user to generate all of the boarder bills at any time! Each board bill will generate an invoice for any or all active boarder(s) and include all lessons taken during the billing period, all services provided, all monthly charges for the boarder's horse (e.g. Supplements, Blacksmith, Board cost...) and any additional items you wish to charge. The bills may then be edited on an individual basis to determine if there are any additional charges you would like to bill.
To generate the bills there are only THREE easy steps:
Step 1:
Select the date range for the invoice. This may be done at any time, including the middle of the month. If you have boarders that take additional lessons during the billing period, but after you generated the bills, simply press the "Add Unbilled Lessons" button to check if any additional lessons have been taken.
Step 2:
Select any additional items you would like to bill each boarder. This could include charges for getting everyone new bell boots, a handling fee for the Equine Dentist or installing fans on all of the stalls. These items will be billed for each horse, so if a single boarder owns multiple horses, that boarder will have the charges for each horse owned.
Step 3:
Finally, enter any comments to be printed on each bill and press the 'Generate Bills' button!
You may then review each individual bill for additional charges. The bills will print out in alphabetical order and will fit in a standard windowed envelope ready to be mailed or given to your clients!
Last revised: September 2, 2004