This page describes how trackr iO generates recurring invoices in advance, depending on the contact billing settings and the products in the job invoice section. Every contact lands in one of four billing setups: the combination of the Product billing mode (Inclusive or Exclusive) and the billing frequency (per visit or flat rate). The setup controls what the advance invoice looks like. On every next billing date the recurring invoice for the new period is always sent, and product charges from the finished period join it either on the same invoice or on a separate one, controlled by a toggle.
How products get onto invoices. Jobs and route stops are created from job templates. The products defined on the template land in the job invoice section of each created job. Invoicing always reads the job invoice section, never the template itself.
Decision: the free product flag applies to Inclusive contacts only. Exclusive contacts support paid products only. If the business wants to give an Exclusive customer something for free, they add a 100% discount to that line instead of using the free flag.
Visual diagram
What drives the invoice
Setting | Where it lives | Options | What it controls |
Product billing mode | Contact billing settings | Inclusive or Exclusive | Whether free products in the job invoice section are covered by the recurring price and shown on the advance invoice |
Billing frequency | Contact billing settings | Per visit or Flat rate | Whether the advance invoice carries one titled line per visit or a single flat rate line |
Free product flag | Set at the job template level per product, travels with the product into the job invoice section when jobs are created | Flagged or not flagged | Whether the product is included at no charge. Applies to Inclusive contacts only |
Send products on a separate invoice | Contact billing settings, prefilled from the organization recurring billing defaults | Off (default) or On | Whether product charges join the recurring invoice or go on a separate product invoice |
Advance invoice on the billing date: the four setups
Billing setup | Advance invoice |
INCLUSIVE per visit | One line item for every visit in the selected cadence, each line with its own clear title so the customer can see what every line covers. The number of routes makes no difference to the count. The invoice also carries all free products from the job invoice section shown as included items |
INCLUSIVE flat rate | One flat rate line for the period, plus all free products from the job invoice section shown as included items |
EXCLUSIVE per visit | One line item for every visit in the selected cadence, each line with its own clear title so the customer can see what every line covers. The number of routes makes no difference to the count. No products on the invoice |
EXCLUSIVE flat rate | One flat rate line for the period, no products on the invoice |
Next billing date: same for all four setups
The recurring invoice for the new period is always sent. Everything described here is finalized on the billing date together.
Product charges from the finished period depend on which products ended up in the job invoice section during the visits:
Mode | Products in the job invoice section | What is billed on top of the subscription |
Any | No new line items | Nothing, the recurring invoice is the only invoice |
INCLUSIVE | Only free products | Nothing, free products are covered by the recurring price |
INCLUSIVE | Paid products added | The paid products |
EXCLUSIVE | Products added (always paid) | The paid products at their prices. For a free item the business applies a 100% discount to that line |
One invoice or two: the separate invoice toggle
When there are product charges, the Send products on a separate invoice toggle decides how they reach the customer:
Toggle | What the customer receives on the billing date | Market reference |
Off (default) | One combined invoice: the subscription for the new period plus the product lines from the finished period | US team's flat rate use case 2, the common residential pattern.
Skimmer and PoolBrain behave this way |
On | Two invoices sent together: the recurring invoice and a separate product invoice | US team's flat rate use case 3, common for commercial customers |
The toggle only matters when the period produced product charges. A period with nothing to bill generates just the recurring invoice either way, an empty product invoice is never created
Like the other billing settings it is pre-filled from the organization defaults when recurring billing is enabled for a contact, and a change takes effect from the next period