Billing

1

Open the Job Order and navigate to the Billing section.

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.

1

Open the Job Order and navigate to the Billing section.

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.