Difference between revisions of "Billable Items"
From WHMCS Documentation
(New page: Billable items 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 ...) |
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Billable items 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: | Billable items 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 | + | *'''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 | + | *'''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 | + | *'''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 | + | *'''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 | + | *'''Recur''' - allowing you to set for the item to recur every X Days/Weeks/Months or Years for Y Times |
==Adding a Billable Item== | ==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 |
# Next enter a description for the item which should appear on the invoice when generated | # 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) | # 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 | # 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 | ||
# Finally, set the due date of the item - used by the 4th and 5th invoice action options only | # 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 | + | # Leave invoice count at zero and then click to '''Save''' |
==Managing Billable Items== | ==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. |
Revision as of 21:50, 18 July 2009
Billable items 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
- 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.