Jump to content

some billing questions


snake

Recommended Posts

1) we have some clients who have custom products/pricing so these are being entered as billable items.

As we are transferring everything across from HELM, we are using the mass update option to change the billing dates to 1st of the month for every customer and automatically create the pro-rata invoice for the difference.

However there is no option to do this for billable items, so how do we do it ?

 

2) Also on billable items does the "invoice as normal" option just invoice once or is it recurring ?

3) f you use the recurring option and do not enter a value for how many times it should recurr, will it be indefinitely ?

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated