Billing on Claimsfy Field: fee schedules, time & expense and invoices

The Billing tab on Claimsfy Field (after Reports) is for your own bill on each claim.

• Set up once: open Fee schedules & setup. Fill in your billing information (it prints on every invoice), the invoice number and usual terms, and your fee schedules. Start from a template – graduated by gross loss, flat by assignment type, time & expense for property or casualty, or a catastrophe daily rate – and replace the sample amounts with your contract rates. Schedules marked Sample amounts still have the template's figures.
• On a claim: enter Bill to and pick the fee schedule. Clients you've billed before fill in their email, terms and schedule.
• Graduated fee: based on the estimate total (RCV), the net claim, or an amount you enter; the tab shows the band the fee came from.
• Flat fee: pick the assignment type, or the daily rate and the number of days.
• Time & expense: add time by activity, or use ⏱ Start timer and Stop and add. Hours round up to the schedule's step.
• Expenses: mileage and photos are billed after the free miles or photos per claim; other expenses at cost. Attach a receipt and it goes into Documents.
• Invoice: Create invoice bills everything in Next invoice. Then ⬇ PDF, 📄 Save to Documents, ✉ Send (shares the PDF on a phone; elsewhere it downloads and opens an email), 💵 Record payment, Mark sent or Void.
• After a supplement: a higher loss amount bills only the difference in the fee on the next invoice.
• Every claim: All claims shows what's not billed, open, overdue and paid, with ⬇ Billing log (CSV).
• Another device: the setup is kept on the device. ⬇ Export setup there, ⬆ Import setup on the other one. Each claim keeps its own copy of its schedule, time, expenses and invoices.
• Sending the file back: 📦 Send inspection back includes the invoices as PDFs.