Billing and Invoicing

Billing and Invoicing Concepts

Billing refers to the ability of HelpMaster to track time and money as it relates to actions, jobs, clients and sites. If you charge your clients for the services you provide, the HelpMaster billing features will allow you to configure a flexible way to automatically calculate time, costs, and invoicing.

Icons used throughout HelpMaster

Billing Manager Icon The Billing Manager is used to display and manage all of the billing and invoicing throughout HelpMaster. The Billing Manager allows to you quickly view Job, Client and Site billing and invoice information.

Billing Template Icon Billing Templates allow you to define different billing profiles that can be used whenever a chargeable (billable) action is performed on a job.

Invoice Icon An invoice is a collection of billable items. HelpMaster will help you track which invoices have been paid.

Job Icon Jobs are logged for clients / sites. When Billable actions are added to a job, the Billing tab on the job screen will display all of the details and totals for that job/client/site.

Action Icon Actions are performed on jobs and can be marked as Is bllable. When an action is billable, the time, cost, billing type, code code and additional items can be entered to create the financial details of the action.

Billing and Invoicing lifecycle

The following diagram describes the billing lifecycle within HelpMaster.

Billing Lifecycle

Actions are added to jobs. Actions can be marked as Is Billable

Billing templates are used to calculate cost based on the action time.

One or more billable actions can be grouped together into an Invoice. A Job can have more than one invoice.

See also

Billing Templates

Billing Manager

Billing Action Tab

Billing Job Tab