Billing Manager

Manage billing operations from a central 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.  

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.