Defining Billing Properties

Defining Advanced Billing Properties

Tip!

Tip:
Before you can define Advanced Billing properties, you must first enable it in the Billing Options dialog box.

You can define an Advanced Billing configuration - how an invoice will be created and billed in ServiceCEO - from multiple locations:

For the Organization, select Tools > Options. Click Company Information from the Categories bar. The Company Structure Information dialog box appears. Scroll down to the bottom of the dialog box and Click Configure Billing Settings.
For a customer, open the customer record. Click Billing Setup.
For a Job or Project/Recurring Job/Schedule, open the appropriate record and click Billing Setup.
For a charge, double-click the charge from the right side of the job's Services/Products tab and click Billing Setup from the Charge Details dialog box.

Regardless of the hierarchy level you are on, the Billing Setup dialog box appears.

Note!

Note:
The appearance of the Billing Properties dialog box will change based upon the location at which you access it. In addition, if you use the Automatic billing mode, the dialog box will appear much smaller then if you use the Advanced mode.

The Advanced Billing configuration you define will automatically be applied to lower levels of your company hierarchy, but will not be applied to higher levels of the hierarchy. For example, if you define an Advanced Billing configuration for the company level, these settings will be applied to all of the company's customers, jobs, and charges (as well as branches, if running ServiceCEO Enterprise). Another example would be if you defined Advanced Billing settings for only a specific job; all of the charges on that job would inherit the job's Advanced Billing configuration, but the setup would NOT be applied to the company, all customers, and all other jobs.

Defining an advanced billing configuration involves three steps:

Step One - Billing Mode
Step Two - Defining Allocation Rows
Step Three - Billing Cycle