Billable Items - Revision history

SarahK: /* Time Billing */

2022-04-19T15:26:02Z

‎Time Billing

SarahK: /* Time Billing */

2022-04-19T15:25:37Z

‎Time Billing

SarahK: /* Time Billing */

2022-04-19T15:24:57Z

‎Time Billing

SarahK at 21:47, 1 March 2022

2022-03-01T21:47:43Z

AlexN: /* Billing Options */

2021-01-26T09:53:07Z

‎Billing Options

SarahK: /* Time Billing */

2020-05-26T20:49:11Z

‎Time Billing

SarahK at 17:17, 1 May 2020

2020-05-01T17:17:25Z

PeterB: Move TOC to top of page, in-line with design

2019-05-05T19:08:26Z

Move TOC to top of page, in-line with design

Matt at 08:03, 17 May 2017

2017-05-17T08:03:59Z

Matt at 14:28, 17 August 2015

2015-08-17T14:28:55Z

@@ Line 50: / Line 50: @@
 To do this:
-* Navigate to '''Clients > View/Search Clients'''.
+# Navigate to '''Clients > View/Search Clients'''.
-* Select a client.
+# Select a client.
-* Click the '''Billable Items''' tab.
+# Click the '''Billable Items''' tab.
-* Click the '''Add Time Billing Entries''' button.
+# Click '''Add Time Billing Entries'''.
 You can then complete the fields to enter details of the work that you performed. You can use the "Item" menus to automatically load in details of your products to save time entering them. The system won't link these to a product or service and they are purely a time-saver. You can enter custom items by leaving the dropdown as "None" and entering the description, hours, and rate manually.

@@ Line 50: / Line 50: @@
 To do this:
-* Navigate to Clients > View/Search Clients.
+* Navigate to '''Clients > View/Search Clients'''.
 * Select a client.
-* Click the Billable Items tab.
+* Click the '''Billable Items''' tab.
 * Click the '''Add Time Billing Entries''' button.

@@ Line 57: / Line 57: @@
 You can then complete the fields to enter details of the work that you performed. You can use the "Item" menus to automatically load in details of your products to save time entering them. The system won't link these to a product or service and they are purely a time-saver. You can enter custom items by leaving the dropdown as "None" and entering the description, hours, and rate manually.
-Clicking '''Add Entries''' will then create these billable items. All items that you create from this page will have the "Don't Invoice for now" invoicing option.
+Clicking '''Add Entries''' will then create these billable items. All items that you create from this page will have the ''Don't Invoice for now'' invoicing option.
-When it's time to invoice the client for the work, you can select the billable items from the '''Billable Items''' tab and click the '''Invoice Selected Items'' button.
+When it's time to invoice the client for the work, you can select the billable items from the '''Billable Items''' tab and click '''Invoice Selected Items'''.

@@ Line 1: / Line 1: @@
 Billable items provide a flexible and versatile set of billing options, allowing you to bill for services using ad-hoc billing cycles, or configure the system to group and invoice them immediately or on a given date or event in the future.
 [[File:Screenshot 2017-05-17 09.59.05.png|750px]]
@@ Line 17: / Line 18: @@
 ==Creating a Billable Item==
-To create a billable item, begin by navigating 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 create a billable item:
 # Enter a description for the item, which should appear on the generated invoice.
 # Enter the amount to bill (the system will apply taxes as normal when the invoice generates).

@@ Line 12: / Line 12: @@
 *'''Add to User's Next Invoice''' — Add it to the next automated recurring renewal invoice that the system generates for products and services.
 *'''Invoice as Normal for Due Date''' — Set a specific date on which the item is due. The system will invoice it X days in advance, like all other products and services.
-*'''Recur''' — Set the item to recur every X number of Days, Weeks, Months, or Years for a defined or unlimited number of times.
+*'''Recur''' — Set the item to recur every X number of Days, Weeks, Months, or Years for a defined or unlimited number of times. If a number is defined, it represents the total number of invoices to be generated.
 ==Creating a Billable Item==

@@ Line 40: / Line 40: @@
 ==Time Billing==
-A feature of billable items is the creation of time billing entries, a method of billing for time working on a project (without the added features or complexity of the [http://docs.whmcs.com/Project_Management Project Management Addon]).
+A feature of billable items is the creation of time billing entries, a method of billing for time working on a project (without the added features or complexity of the [[Project_Management|Project Management Addon]]).
 For example, if you wanted to record that you had completed one hour of consultation work at $50/hour, 2 hours of design work at $80/hour, and 1 hour of travel time at $25/hour, you could save time by entering this using the time billing UI.

@@ Line 1: / Line 1: @@
 __TOC__
-Billable items provide a flexible and versatile set of billing options, allowing you to bill for services using ad-hoc billing cycles, and/or configuring them to be grouped and invoiced immediately or on a given date or event in the future.
+Billable items provide a flexible and versatile set of billing options, allowing you to bill for services using ad-hoc billing cycles, or configure the system to group and invoice them immediately or on a given date or event in the future.
 [[File:Screenshot 2017-05-17 09.59.05.png|750px]]
@@ Line 6: / Line 6: @@
 ==Billing Options==
-A billable item can be set to 1 of 5 billing options:
+You can set a billable item to one of five billing options:
-*'''Don't invoice for now''' - so it will remain listed in the clients account as an unbilled item
+*'''Don't invoice for now''' — Keep it in the client's 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''' - add to the next automated recurring renewal invoice to be generated for products and services
+*'''Add to User's Next Invoice''' — Add it to the next automated recurring renewal invoice that the system generates for products and 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
+*'''Invoice as Normal for Due Date''' — Set a specific date on which the item is due. The system will invoice it X days in advance, like all other products and services.
-*'''Recur''' - allowing you to set for the item to recur every X number of Days/Weeks/Months/Years for a defined or unlimited number of times
+*'''Recur''' — Set the item to recur every X number of Days, Weeks, Months, or Years for a defined or unlimited number of times.
 ==Creating a Billable Item==
-To create a billable item, begin by navigating 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 create a billable item, begin by navigating 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.
-# Enter a description for the item which should appear on the invoice when generated
+# Enter a description for the item, which should appear on the generated invoice.
-# Enter the amount to be billed (taxes will be applied as normal when the invoice generates)
+# Enter the amount to bill (the system will apply taxes as normal when the invoice generates).
-# Choose an invoice action from those explained above. If recurring, also enter how frequently to recur and how many times in the boxes provided. Entering 0 in the times box will result in it recurring indefinitely.
+# Choose an invoice action from the ones above. If recurring, also enter how frequently and how many times to recur. Entering 0 in the times box will result in it recurring indefinitely.
-# Finally, if you have selected the "Invoice as Normal for Due Date" or "Recur Every" invoice action then you may specify a '''(Next) Due Date''' value to determine when the first invoice by this billable item will be generated.
+# Finally, if you have selected the "Invoice as Normal for Due Date" or "Recur Every" invoice action then you may specify a '''(Next) Due Date''' value to determine when the system will generate the first invoice by this billable item.
-# Leave invoice count at zero and then click to '''Save'''
+# 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.
+You can review billable items on the '''Billable Items''' tab in a specific client's profile area or collectively in the '''Billing > Billable Items''' area.  When editing a billable item, there will be a list of all invoices that the system has generated for it below the item's detail. This allows 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.
 ==Products vs. Billable Items==
-To ensure the best experience for your clients it important to know when a billable item or a product would be more appropriate. The differences are listed here:
+To ensure the best experience for your clients, it's important to know when a billable item or a product would be more appropriate. The differences are:
-* Billable Items can only be added by staff - Products can be added by clients via the public order form
+* Only staff can add billable Items. Clients can add products via the public order form.
-* Billable Items are not displayed in the client area - Products are displayed on the "My Services" page in the client area
+* The client area doesn't display billable Items. The "My Services" page in the client area displays products.
-* Invoices for both Billable Items and Products will be visible to clients and staff
+* Invoices for both Billable Items and Products will be visible to clients and staff.
-* Billable Items can be used to generate one-time or recurring invoices with any frequency from daily upwards - Products can be used to generate one-time or recurring invoices on specific billing cycles only (Monthly, Quarterly, Semi-Annually, Annually, Biennially, Triennially)
+* Billable Items can generate one-time or recurring invoices with any frequency from daily upwards. Products can generate one-time or recurring invoices on specific billing cycles only (Monthly, Quarterly, Semi-Annually, Annually, Biennially, or Triennially).
-* Billable Items would typically be used for items unique to an individual client - Products would typically be used for items that many clients will buy
+* Typically, you should use billable Items for items unique to an individual client, and use products for items that many clients will buy.
 ==Time Billing==
@@ Line 42: / Line 42: @@
 A feature of billable items is the creation of time billing entries, a method of billing for time working on a project (without the added features or complexity of the [http://docs.whmcs.com/Project_Management Project Management Addon]).
-For example, if you wanted to record that you had completed 1 hours of consultation work at $50/hour, 2 hours of design work at $80/hour and 1 hour of travel time at $25/hour, you could save time by entering this using the time billing UI.
+For example, if you wanted to record that you had completed one hour of consultation work at $50/hour, 2 hours of design work at $80/hour, and 1 hour of travel time at $25/hour, you could save time by entering this using the time billing UI.
 [[File:time_billing.png|thumb|Add Time Billing Entries Screen]]
 To do this:
-* Navigate to Clients > View/Search Clients
+* Navigate to Clients > View/Search Clients.
 * Select a client.
-* Click the Billable Items tab
+* Click the Billable Items tab.
-* Click the '''Add Time Billing Entries''' button
+* Click the '''Add Time Billing Entries''' button.
-You can then complete the fields to enter details of the work performed. You can use the "Item" dropdowns to automatically load in details of your products to save time typing them out. Please note these will not be linked to a product/service and are purely a time-saver. Custom items can be entered by leaving the dropdown as "None" and entering the description, hours and rate manually.
+You can then complete the fields to enter details of the work that you performed. You can use the "Item" menus to automatically load in details of your products to save time entering them. The system won't link these to a product or service and they are purely a time-saver. You can enter custom items by leaving the dropdown as "None" and entering the description, hours, and rate manually.
-Clicking '''Add Entries''' will then create these billable items. All items created from this page will have the "Don't Invoice for now" invoicing option.
+Clicking '''Add Entries''' will then create these billable items. All items that you create from this page will have the "Don't Invoice for now" invoicing option.
-When it's time to invoice the client for the work done, you can select the billable items from the '''Billable Items''' tab and click the '''Invoice Selected Items'' button.
+When it's time to invoice the client for the work, you can select the billable items from the '''Billable Items''' tab and click the '''Invoice Selected Items'' button.

← Older revision		Revision as of 19:08, 5 May 2019
Line 1:		Line 1:
		+	__TOC__
	Billable items provide a flexible and versatile set of billing options, allowing you to bill for services using ad-hoc billing cycles, and/or configuring them to be grouped and invoiced immediately or on a given date or event in the future.		Billable items provide a flexible and versatile set of billing options, allowing you to bill for services using ad-hoc billing cycles, and/or configuring them to be grouped and invoiced immediately or on a given date or event in the future.

@@ Line 5: / Line 5: @@
 *'''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
+*'''Recur''' - allowing you to set for the item to recur every X number of Days/Weeks/Months/Years for a defined or unlimited number of times
 ==Adding a Billable Item==