crawdad

set a customer's billing rule (per-visit / monthly / manual)

billing rule lives on the dragonfly contact, not the job. it tells crawdad how to draft the invoice when you mark a job done — one per visit, batched into a monthly rollup, or skip auto-drafting entirely.

3 steps~2 min
  1. 1

    open the contact in dragonfly

    from any crawdad job, click "open in dragonfly" under the customer name.

  2. 2

    pick a billing rule

    per-visit (default) — one pawpaw draft per completed job. monthly — every completed job for the month adds a line item to one rollup invoice that finalizes on the 1st. manual — no auto-draft, you bill by hand.

  3. 3

    save

    the rule applies to every future job for this customer. existing invoices don't change.

    tip

    use monthly for hoas, commercial accounts, and anyone who pays once a month for multiple visits. it cuts the per-invoice paperwork down to one number a month.

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