Difference between revisions of "Billable Items"
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*'''Recur''' - allowing you to set for the item to recur every X Days/Weeks/Months or Years for Y Times | *'''Recur''' - allowing you to set for the item to recur every X Days/Weeks/Months or Years for Y Times | ||
| − | + | ==Adding a Billable Item== | |
# To add an item, either go to '''Billing > Billable Items > Add New''' or from the client summary page of the client you want to add it to, click the '''Billable Items''' tab and then the '''Add Billing Entry''' button | # To add an item, either go to '''Billing > Billable Items > Add New''' or from the client summary page of the client you want to add it to, click the '''Billable Items''' tab and then the '''Add Billing Entry''' button | ||
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# Leave invoice count at zero and then click to '''Save''' | # Leave invoice count at zero and then click to '''Save''' | ||
| − | + | ==Managing Billable Items== | |
Billable items can be reviewed on the '''Billable Items''' tab in a specific clients profile area or collectively in the '''Billing > Billable Items''' area. When editing a billable item, listed below the items details will be a list of all invoices that have been generated for it allowing you quick and easy access to the invoice(s) relating to that item - in most cases it will be just one but for recurring items the list will show all. | Billable items can be reviewed on the '''Billable Items''' tab in a specific clients profile area or collectively in the '''Billing > Billable Items''' area. When editing a billable item, listed below the items details will be a list of all invoices that have been generated for it allowing you quick and easy access to the invoice(s) relating to that item - in most cases it will be just one but for recurring items the list will show all. | ||
| − | + | ==Products vs. Billable Items== | |
To ensure the best experience for your clients it important to know when a billable item or a product would be more appropriate. The differences are listed here: | To ensure the best experience for your clients it important to know when a billable item or a product would be more appropriate. The differences are listed here: | ||
* Billable Items can only be added by staff - Products can be added by clients via the public order form | * Billable Items can only be added by staff - Products can be added by clients via the public order form | ||
Revision as of 09:36, 29 May 2013
Billable items are an alternative to using a product for billing clients, they allow you to add items for a client to be billed that aren't limited to preset products or fixed cycles and are therefore very flexible. A billable item can be set to 1 of 5 invoice options:
- Don't invoice for now - so it will remain listed in the clients account as an unbilled item
- Invoice on Next Cron Run - generate an invoice for it the next time your daily cron job runs
- Add to User's Next Invoice - not necessarily on the next cron run but when the user next gets an invoice for one of their products or services, include the item
- Invoice as Normal for Due Date - allows you to set a specific date the item is due and it will be invoiced X days in advance like all other products/services
- Recur - allowing you to set for the item to recur every X Days/Weeks/Months or Years for Y Times
Adding a Billable Item
- To add an item, either go to Billing > Billable Items > Add New or from the client summary page of the client you want to add it to, click the Billable Items tab and then the Add Billing Entry button
- Next enter a description for the item which should appear on the invoice when generated
- Then enter the amount to be billed (taxes will be applied as normal when the invoice generates)
- Now choose an invoice action from those explained above. If recurring, also enter how frequently to recur and how many times in the boxes provided. Entering 0 in the times box will result in it recurring indefinitely.
- Finally, set the due date of the item - used by the 4th and 5th invoice action options only
- Leave invoice count at zero and then click to Save
Managing Billable Items
Billable items can be reviewed on the Billable Items tab in a specific clients profile area or collectively in the Billing > Billable Items area. When editing a billable item, listed below the items details will be a list of all invoices that have been generated for it allowing you quick and easy access to the invoice(s) relating to that item - in most cases it will be just one but for recurring items the list will show all.
Products vs. Billable Items
To ensure the best experience for your clients it important to know when a billable item or a product would be more appropriate. The differences are listed here:
- Billable Items can only be added by staff - Products can be added by clients via the public order form
- Billable Items are not displayed in the client area - Products are displayed on the "My Services" page in the client area
- Invoices for both Billable Items and Products will be visible to clients and staff
- Billable Items can be used to generate one-time or recurring invoices with any frequency from daily upwards - Products can be used to generate one-time or recurring invoices on specific billing cycles only (Monthly, Quarterly, Semi-Annually, Annually, Biennially, Triennially)
- Billable Items would typically be used for items unique to an individual client - Products would typically be used for items that many clients will buy