For permanent roles within the 'Billing' section you can manage billing information ie; type of service to be billed, costs, margins, estimated bill date etc. Click on any of the Child Pages below to navigate to the help topic you want to view. Alternatively, use the table of contents on the left-hand side to navigate to a topic.Anchor
Add
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a Service Fee
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1 | Open the Job Order and navigate to the Billing section. |
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2 | Select Add at the top of Billing list. The Add Services Fee screen is displayed. |
3 | Follow the prompts and select the item required for billing. Fields within the screen can be edited ie; 'Unit', 'Item Cost', this will re-calculate the Total Cost and Total Sale figures. The Pricing strategy applied to the item ie; '% of Base Salary, Flat Fee' cannot be changed. |
4 | If a bill reminder is required, select Create Bill Reminder. A new 'Activity' record displays for you to establish a reminder action. For more information, see the section |
Activities. |
5 | When the service fee details have been entered, select Save. The new service fee is displayed in the service fee list. |
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Edit
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a
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Service
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Fee
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1 | Open the Job Order and navigate to the Billing section. |
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2 | Select Edit next to the fee item to be adjusted. The Edit Services Fee screen is displayed. |
3 | When the service fee details have been updated, select Save. The updated service fee is displayed in the service fee list. |