Billable Functions and Quick-add a billable

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.