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Account Mapping

Service Billing > Account Mapping

The Account Mapping page maps Service Billing records to similar records in the external accounting system.

Note: See Integrating QuickBooks.

Billing Codes tab

Accounting packages classify products and services using billing codes. KSB 1.0 provides four billing codes for mapping purposes, one for each billing type: labor, part, expense and recurring service. Later releases of KSB will provide an expanded, user-defined list of billing codes.

Terms tab

Use the Terms tab to map terms defined in Service Billing to terms defined in the external accounting system. Terms are the payment terms agreed to by the customer for payment of billable entries. Service Billing terms are defined using the Lists page and assigned to a customer using the Customer > General tab. Built-in payment terms include:

  • Due On Receipt
  • Net 10
  • Net 30
  • Net 45