Submitting Invoices

[glass tek]

Hello All!
I'm just getting started in WSR. Currently trying to get set up with Lynx and Safelite. I have several customers needing repairs now! What is the process for submitting invoices before registration approval from the networks? Also, I have not got my business invoices printed just yet. What info is required on invoices? Any help would be appreciated!

[CPR]

I would let the customer pay and give them a reciept, or call their agent and see if you can bill them direct. You can make your own invoices with MS Works, Quickbooks and so on, then go make some copies until you get the ones you ordered.

[Coitster]

Hey Glass,
Good question, you actualy do not have to be on the network to bill them. You can bill the insurance company direct if you want. Here is what your invoice will need on it, to bill them.

Your company name and address and phone numbers on your invoice
(preferably printed profesionaly)

Tax id number on the invoice, you can use either your social security number or a tax id number that the state my of issued to you if you don't use your SS number.

Complete customer information including
Name
Address
Phones
Policy Number
Ins. Company
Vin Number <-- you have to have this.
Vehicle (yr./make/model)
# of chips you fixed and price

And finaly you need the customers signature. Thats pretty much it.

Hope that helps you.
David
Coitster

[desertstars]

Additionally, you do not NEED to belong to a network in order to bill through them.

However, if you bill through the network, you cannot charge more than what the network has contracted with the individual insurance company.

This is more than just a simple question and a simple answer, GlassTek.

I emphatically suggest you review previous posts concerning network pros and cons and proceed from that point.

Lord knows there are enough posted questions and suggestions in that regard.

The Delta moderator will steer you through the process.

In the meantime, I concur. Proceed with Coitster and CPR's suggestions.

[cure4glass]

Glass Tek,
I'd suggest getting triplicate invoices if you're not already planning to.
Another thing I did the last time I ordered was that I added a line after the words "Ref. Code". this was merely a reminder to myself to make sure I noted how I got this particular repair(s) job, such as yellow page, Prior Customer,repeat, insurer, network,Truck Sign, etc. I've always been pretty consistent about putting this info on the back of my copy but the new space on the front allows me to get this info as I'm filling out the invoice and putting it down as a code , such as YP, RP, INS, NET,Truck, Cust,Etc. This means nothing to the customer or the insurance company when they see it on their copy, but I am more inclined to track the info( I like doing that sorta thing) if I have it right before my eyes.This helps to determine where my advertising and efforts are paying off.
-Greg

[WIN-1]

Hi
I made my own invoices, now reproduce them for a nickle each.
I use a carbon & have as many as necessary., write my invoice # in. VERY convenient?:~)
Once you have these made, you can go to Office Depot & they'll print & bind em into books for you. 100 invoices (double copy) costs me $12.00
If you like, get me your info, I'll cut & paste it onto my invoice & snail mail it to you.
Freebie!