Billing Manager

Manage billing operations from a central screen

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.

Billing Manager

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

Billing Templates

Billing Overview

Billing Action Tab

Billing Job Tab