Add a Billable Item
You can use billable items to charge your clients for customized products or services, one-time costs, or to provide customized billing configurations.
- For more information and guidance on when to use billable items, see Billable Items and Time Billing.
- Time billing allows you to add billable items for time that your staff spends on a project. For more information, see Add Time Billing.
Create a Billable Item
To create a billable item:
- Click Add New.
- Enter a description for the item. This description will appear on the generated invoice.
- Enter the amount to bill. The system will apply taxes normally when it generates the invoice.
- Choose an invoice action:
- Don’t invoice for Now — Create the billable item for the client but do not generate an invoice yet.
- Invoice on Next Cron Run — Generate an invoice for the billable item the next time that the daily cron job runs.
- Add to User’s Next Invoice — Add the billable item to the next automated recurring invoice that the system generates for the user.
- Invoice as Normal for Next Due Date — Generate an invoice according to the date that you specify for (Next) Due Date.
- Recur — Generate recurring invoices according to the intervals you specify. If you choose this option:
- Enter a number and select whether the interval is days, weeks, months, or years.
- Enter the number of times to generate recurring invoices. Enter
0
to generate invoices at the specified interval indefinitely.
- If you selected Invoice as Normal for Due Date or Recur, set a date for (Next) Due Date. The system will generate the invoice using the same rules it uses to generate other invoices.
- Click Save.
Last modified: September 9, 2024