Billing Mode

Previous Topic: Defining Billing Properties

The Billing Mode drop-down list in the Billing Setup dialog box determines what type of billing will be used: Automatic The default billing method. An invoice is created immediately after a job is completed or printed and automatically billed to the default customer or bill payer. Only one Invoice is created per Job. or Advanced A billing method where you can manually define how to split the billing of particular invoices (how much will be billed to what person at what time?). See the Defining Billing Properties section of the Implementation Manual for more details..

By default, the Inherit Billing Setup from X check box will be selected, meaning that this level of your company hierarchy is inheriting its billing settings from the next highest level of the company hierarchy. If the inherited billing settings are Advanced, you will be able to see but not edit the Advanced Billing configuration.

Note!

Note:
Since the company level of your company hierarchy is the highest level, no Inherit Billing Setup from X check box will appear.
You cannot use Advanced Billing with Kits A Kit is a grouping of related services and/or products together in a group so that they can be added to a job as a bundle rather then as an individual line-item.; you can only define an advanced billing configuration for individual products and services.

If you want to overwrite this inheritance, deselect the Inherit Billing Setup from X check box and select the billing mode you want to use from the Billing Mode drop-down list.

Automatic. (The default method.) Select Automatic to use Automatic Billing, meaning that an invoice is created immediately after the job is completed or printed and will automatically be billed to the default customer. Only one Invoice is created per Job.

Note!

Note:
If you do nothing, each hierarchy level will use the Automatic billing method. Only when you setup an Advanced Billing configuration are charges potentially split amongst multiple invoices.

Advanced. Select Advanced to setup an Advanced Billing configuration. You can manually define when and how you want invoices to be created in the Create Invoices tab of the Billing Center.

Selecting Advanced from the Billing Mode drop-down list enlarges the Billing Setup dialog box, displaying the Advanced Billing fields:

To learn more about steps two and three, see these topics:

Step 2 - Allocation Rows
Step 3 - Billing Cycles

Back to: Defining Billing Properties