Recurring Services

Finance > Billing Review > Recurring Services

The Recurring Services page lists billing entries for recurring services. For a billing entry to display on this page:

• A recurring service must be added to a recurring services contract.
• The contract must be active.
• The billing entry must match search filter parameters.

Billing is by contract billing period. Once a recurring services contract is active, any of the time periods can be billed at any time. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Billing.

• Billing entries are not generated for hours reported on tickets and tasks linked to a recurring service contract. To prevent generating billing lines for labor hours independently of a contract, set the Default Contract option to Yes for that contract. When a new ticket or task is created, the default contract is linked to the ticket or task automatically.
• Zero value hours can be posted or ignored using the Admin > Company Settings > Invoice > Post Zero Entries option.

Reviewing Recurring Services

1. Select the Finance > Billing Review > Recurring Services page.
2. Optionally change Search filter settings. The default date range is from today's date to 3 months into the future. This can be customized using the Admin > Company Settings > Invoice tab > Billing End Date setting.
3. Click Search. A list of entries displays in the Results tab.

   

4. Optionally adjust billing entries.
   • Quantity
   • Unit Price

   

5. Check any row you want to post.
6. Click Post to post checked rows.