Bill Items

Bill Items are essential to Invoicing. You must create them before creating your first contract. Each Service Model in your contract must be linked to at least one Bill Item. Bill Items will also be displayed on each invoice when the specific service has been provided. You will be able to look at billing analytics per Bill Items. 

To set up your Bill items, follow the path below:

Settings > Bill Items > New Bill Item

You can decide how you need your Bill items to be created as they can be particular to the type of service offered or more generic.

Bill Item Name: This is the name used throughout the system. Make sure you choose something that makes sense for all users. 

Code (Optional): While this field is optional, you may use it if you need another way to identify your Bill Item.

Unit Type: Depending on the Bill Item you create, you must choose the per-hour or the per-item option.

Unit Price: Fill in this field based on the Unit Type you have already selected.

Note: Once a Bill Item has been created, it can be edited.