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Creating Billable Entries using General Entries

General Entries lets you create billable entries that can be submitted immediately or saved and submitted later. You can specify a work order or not. The items you can create billable entries for include:

  • Labor
  • Parts
  • Expenses

The following is a summary of the recommended "first time" steps for creating billable items using General Entries.

Note: Use this same summary to create billable entries using the New button in Pending Items. The only difference is that the billing entries in Pending Items are always submitted immediately. In General Entries you can elect to submit billable entries later.

Labor

  1. Define resource types before hand, if the resource type you want to bill for doesn't already exist. A resource type is a skill, a material or cost. See Configuration Tables for Labor Items for more information.
  2. Create a customer record, if the customer record you want to bill doesn't already exist, by selecting Customers.
  3. Click New in General Entries and select an Entry Type of Labor.
  4. Enter the details of the new entry in the New Entry window and click the Save or Submit button. Clicking the Submit button makes the entry eligible for billing immediately.
  5. Click the Submit button if the entry was not already submitted.
  6. Bill for the labor item in Pending Items.

Parts

  1. Create a customer record, if the customer record you want to bill doesn't already exist, by selecting Customers.
  2. Click New in General Entries and select an Entry Type of Part.
  3. Enter the details of the new entry in the New Entry window.
    • Optionally create a new part Word 60% / HTML 100% and if necessary, a new vendor Word 60% / HTML 100%.
    • Click the Save or Submit button. Clicking the Submit button makes the entry eligible for billing immediately.
  4. Click the Submit button if the entry was not already submitted.
  5. Bill for the part in Pending Items.

Expense

  1. Create a customer record, if the customer record you want to bill doesn't already exist, by selecting Customers.
  2. Click New in General Entries and select an Entry Type of Expense.
  3. Enter the details of the new entry in the New Entry window and click the Save or Submit button. Clicking the Submit button makes the entry eligible for billing immediately.
  4. Click the Submit button if the entry was not already submitted.
  5. Bill for the expense item in Pending Items.