Once Billing is Enabled in your company settings, the Billing Rules tab will appear on the Job page as illustrated below.
As discussed in the Billing Rules topic, the settings on this tab will override the rules specified on the Company Billing Rules pages when generating Billing Reports.
- The billing type options are dependent on the pay type for the Job. Since the pay type for the Job is Hour, billing type options will be Hourly fixed, Hourly plus amount or Hourly times percentage.
In the example below, the presence of a value in the Billing Type and Amount will cause the Billing Reports to use this value instead of the value specified for hourly jobs in the Company Billing Rules page.
Although it is not illustrated here, additional settings will be available if the company setting Enable Crew Leader Billing is turned on. As discussed in the Billing Rules topic, the compensation for crew leaders can be billed according to a different set of billing rules.
Editing Billing Rules
Click the Edit button to modify billing rules as illustrated below.
- Notice the help text that is displayed under each data entry field and note that percentages are entered as decimals. For example, a value of 1.5 would indicate that the value should be multiplied by 1.5 and would be displayed as 150%. If, for some reason, you wanted to bill at a lower rate than your actual cost, you could enter a value less than 1.0. For example, you could enter a value of 0.5 to bill at half your cost.
- Please click the Save button to save changes or the Cancel button to abandon changes.
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