Billable Functions and Quick-add a billable

Created by Matt Reid, Modified on Wed, 20 Apr 2022 at 03:46 AM by Matt Reid

Billables are essentially tracking chargeable items to contacts / customers. Billables include material costs, compliance costs and optionally labour costs too (from completed tasks).

Quick-add a billable

  1. Go to the ‘Billables’ tab, and click ‘New Billable’

  2. You will be taken to the new billable page

  3. You must select a ‘contact’ for the billable - this is important for billing the correct contact

  4. Scroll to the ‘Link Inventory Product’ section, you can optionally select a pre-entered product to bill to the client, alternatively - skip to step 5:

  5. Scroll to the ‘Item Information’ section, then input your ‘Title’ for example:

    • “Printing of Plans”

    • “Fuel / Mileage”

    • “Black Paint”

    • This is the primary short description for the billable item


  6. Enter your ‘Price’ for the billable - i.e. $10.00 or $10000

  7. Enter the ‘Quantity’ you wish to bill, default is 1

  8. Scroll to the bottom and click ‘Save’

You can now ‘generate’ an invoice from the cumulative billables you will have for clients.

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