Billable items allow you to add items for a client to be billed that aren't limited to preset products or fixed cycles and are therefore very flexible. A billable item can be set to 1 of 5 invoice options:
- Don't invoice for now - so it will remain listed in the clients account as an unbilled item
- Invoice on Next Cron Run - generate an invoice for it the next time your daily cron job runs
- 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
Adding a Billable Item
- To add an item, either go 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
- Next enter a description for the item which should appear on the invoice when generated
- Then enter the amount to be billed (taxes will be applied as normal when the invoice generates)
- Now 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.
- Finally, set the due date of the item - used by the 4th and 5th invoice action options only
- 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.