FBO Director Software Screen Captures
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FBO Director allows you to setup recurring charges so you do not need to spend hours or days charging your monthly charges. Simply set them up once and run them only as often as you need to.
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To run periodic billing in FBO Director, simply search the period you wish to run. You can then validate the amounts to be charged before proceeding.
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The FBO Director dashboard allows you to see and search everything at a glance; recent invoices, fuel tickets, reservations, and flights. Access reports and configure graphs to track sales.
Creating an Invoice in FBO Director
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To create an invoice in FBO Director, start by clicking the "Create an Invoice" link in the navigation menu.
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On the FBO Director invoice page start by entering a customer code or a tail number. For transient customers use "Valued Customer"
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After you select a customer be sure to check the customer alerts to the right of the customer address block. You can click these notes to see an expanded display.
Finding an Invoice in FBO Director
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To search for invoices in FBO Director start by clicking on the Browse Invoices link in the navigation menu.
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Once you are on the browse invoices page, use the filters at the top of the form to find the invoice you are looking for.
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Once you locate the invoice you are searching for there are a variety of tasks you can perform on the invoice from the Browse invoices page.
Periodic Billing in FBO Director
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To setup periodic billing in FBO Director start by browsing to the periodic billing setup page; [Customers], [Periodic Billing], [Setup Recurring Billing] in the navigation menu.
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Click the Add Record button to add a new item to be billed periodically. Once you fill out the form and click on the Save button the item will be scheduled for regular billing.
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Sales Descriptions can be replaced in periodic billing by entering a Replacement Sales Description. Click the Orange Key icon to display variables you can use that will change over time.