Before You Begin
Before generating invoices, make sure your billing settings are set up correctly.
To do this:
Go to Billing > Invoice Generator
Look for the Helpful Links section
Review each option and confirm your settings match how you want your company to bill
If you need help setting things up, click the Support button in the top right corner and select Skimmer Billing Tours. This guided walkthrough explains what each field means and helps you get everything configured properly.
To ensure work order pricing populates correctly on invoices, navigate to Settings → Work Order Types, open the applicable work order type, and check the box for Use Price from Work Order. This ensures the price set on the work order will automatically populate on invoices created through the Invoice Generator.
Once your settings are correct and your work is complete, you’re ready to generate invoices.
Step 1: Go to the Invoice Generator
Select Billing > Invoice Generator.
Step 2: Set Your Billing Dates
Choose your Bill From and Bill To dates (this tells Skimmer which service dates to pull).
Select your Invoice Date.
The Due Date will auto-fill based on your settings.
Confirm or update the Invoice Message if needed.
You can also choose whether to include:
Regular service
Work orders
Or both
Step 3: Choose How to Group Invoices
Decide whether to:
Send one combined invoice per customer
Or create separate invoices per service location
Step 4: Select Customers
Choose who you want to invoice:
All customers
Customers with specific tags
Or individual customers
Click Continue when ready.
Step 5: Review & Adjust Charges
You’ll review:
Service rates
Installed items
Chemical charges
Work orders (if included)
You can edit descriptions, quantities, pricing, tax settings, and choose whether to invoice each item.
Invoices can only be generated for completed work orders. If a work order is unfinished, it will not appear in the Invoice Generator.
When everything looks correct, click Save & Continue.
Step 6: Preview Invoices
On the Invoices Preview tab, you can:
Review all invoices being generated
Uncheck any you don’t want to send
Click into invoice details if needed
You’ll also see totals for:
Number of invoices
Taxes collected
Total amount due
Step 7: Generate Invoices
Click Generate Invoices and choose one of the following:
Generate and Send – Creates and emails invoices to customers immediately
Generate Only – Saves invoices as drafts so you can send them later
To view these steps in action, check out this video.
Handling Missed Invoice Cycles
To generate and send invoices for a missed billing cycle:
Go to Billing → Invoice Generator.
Set the Bill From and Bill To dates for the missed period.
Choose whether to include Pool Service and/or Work Orders.
Select All Customers.
On the Preview screen, choose one of the following options:
Generate Invoices to save them as drafts (accessible under Billing → Invoices → Drafts).
Use the caret next to Generate Invoices and select Generate and Send Invoices to create and email them immediately.
After this initial generation, Auto-Invoicing will handle future cycles automatically.