Difference between revisions of "Clients:Billable Items Tab"
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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 | 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]] | [[File:client_billable.png|thumb|Client Billable Items Tab]] | ||
Revision as of 15:07, 4 December 2014
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
Contents
Add Billable Item
Click this button to add a Billable Item to this client. The process is described on the Billable Items page.
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. Further Reading.
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 uninvolved 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.