Billing Manager
Billing Manager Screen
The Billing Manager is used to quickly view jobs, clients and sites that have billing information associated with them. The Billing Manager can be accessed via the Administration menu on the Ribbon bar.
Right-click on a job to display a pop-up menu to open either the job, the primary client of the job, or the site that the primary client is linked to.
Date Based Filters
General
The general tab will give you a list of selected time periods to choose from.
Specific
The specific tab provides calendars to enter a Start Date and End Date range.
Entity Filters
Client
Type a Client name to filter results by a specific client.
Site
Type a Site name to filter results by a specific site.
Display Jobs with billable actions / invoices that are…
The following 3 views are available from the Billing Manager.
Not invoiced
This will display all of the jobs that have actions that have been marked as Is Billable, but have not been invoiced. These jobs / actions should be invoiced.
Invoiced, but not paid
This will display all of the jobs that have actions that have been marked as Is Billable, AND have been invoiced, but not yet paid for.
Show all
This will display all of the jobs that have actions that have been marked as Is Billable, regardless of their invoice, or payment status.
See also
Feedback
Was this page helpful?
Glad to hear it! Please tell us how we can improve.
Sorry to hear that. Please tell us how we can improve.