Difference between revisions of "Clients:Billable Items Tab"

Latest revision as of 19:26, 12 May 2022

The Billable Items tab contains a list of all a client's invoiced and uninvoiced billable items. For more information, see Billable Items.

You can access this tab when you view a client's profile at Clients > View/Search Clients.

Client Billable Items Tab

Add Billable Item

Click to add a billable item to this client.

Add Time Billing Entries

Click to record time spent on any given task for which you will invoice the client at a later date once work has been completed.

Item Lists

When a Billable Item is first created it will be uninvoiced, when the specified conditions are met it will generate an invoice and will be moved to the invoiced items list.

Invoice Selected Items

If a client has one or more uninvoiced billable item, it is possible to force it to generate an invoice immediately - regardless of the conditions on the billable item itself.

Select the billable items to be invoiced using the corresponding checkboxes in the Uninvoiced Items list, then click Invoice Selected Items. An invoice will be generated with a due date of today.

Delete

To remove a billable item, select the entries to be removed using the corresponding checkboxes in the Uninvoiced Items list, then click Delete.

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-<br/><br/>{{Client Management}}
+{{Client Management}}
+The '''Billable Items''' tab contains a list of all a client's invoiced and uninvoiced billable items. For more information, see [[Billable Items]].
+You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
-The Billable Items tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Billable Items". It contains a list of all a client's billable items organised into two lists; Invoiced Items and Uninvoiced Items. Learn more about Billable Items here: http://docs.whmcs.com/Billable_Items
 [[File:client_billable.png|thumb|Client Billable Items Tab]]
 ==Add Billable Item==
-Click this button to add a Billable Item to this client. The process is described on the [[Billable_Items#Adding_a_Billable_Item|Billable Items]] page.
+Click to add a billable item to this client.
 ==Add Time Billing Entries==
-Click this button to record time spent on any given task for which you will invoice the client at a later date once work has been completed. [[Billable_Items#Time_Billing|Further Reading]].
+Click to record time spent on any given task for which you will invoice the client at a later date once work has been completed.
 ==Item Lists==

Documentation