Starter Kit: Billing for services based on report template used
Gary Hawton
Last Update il y a un mois
By default, the Starter Kit will create a billing entry for each report created, using the default Item Code that you have set up for the customer.
There may be times you wish to use a different billing Item Code to show that different services were rendered. For example, you might want to bill for a "Storm Visit" when you use the "Pre-Storm" reporting template, or "Concierge Hours" when using the "Services" reporting template. This is easy to do.
The system uses a defined hierarchical plan to determine which codes to use when creating a billing item. This hierarchy is as follows:
1-Default Item ID for the company. You can define a default item for the entire company. Usually this is the "Home Visit" type of service. Whenever you create a new customer it will use this ID on the customer's profile.
2-Default Item ID for a customer. You can define a default item for a customer, which will override the company's default ID. If it is the same "Home Visit" item ID that you have in #1 above, you don't need to re-enter if for the customer.
3-Default Item ID for a reporting template. You can define an Item ID for each reporting template, in which case that Item ID will override #2 and #1 above. For example, your "Pre-Storm" report might use an Item ID for "Storm Visit".
When the system processes a completed report for one of your customers, it will use the above list to determine which Billing Item to create. First it will look at the template (#3 above). If no Item ID exists for the template it will look at the customer (#2 above). If no item ID exists for the customer it will use the default item ID as defined for the company.
The above will give you a lot of flexibility in how to generate the billing items for each customer. Please note that the system will still pull in the default Visit Rate for each customer regardless of which billing code is used, so if you need to adjust the rate you can do so when you edit the Billing Items prior to invoicing them.