About the Billing Module
Information The Billing module allows users to enter billable time and items in issues, generate work orders and generate invoices. With minimal set up and configuration, this valuable tool helps integrate your Help Desk/Customer Support system and...
Activating the Billing Module
Go to Administration > System > System Settings > Features.
Click the checkbox next to “Activate Billing Module”.
The message “Pa...
Billing Module - Customers
Customer records displayed within the Billing Module are actually Organization records. The only difference is that when viewed from the Customer record, two additional fields appear: “Billing Reference” and “Sales...
Billing Module - Export
Exporting and Invoicing are exclusive functions. Only “Pending” items will appear in an Export. If you have already Invoiced Items, you will need to “Reset” those items back to a “Pending” status prior...
Information Defining the Invoice/Work Order Settings Issuetrak provides standard invoice and work order templates for your convenience. These templates are preset with standard defaults that may be modified to suit your needs. To customize the tem...
This sub-menu option is available only to System Administrators , or users with “Can access and maintain Administration functions,” “Can access and maintain Billing/Invoicing Module functions” and &ldq...
Before entering items on issues and generating invoices, you must configure your Product/Service records and enter your Products/Services into Issuetrak.
Configuring User Defined Fields for Product/Service Records
Once a Line Item is added to an issue, Work Orders are viewable/printable from the Issue Detail > Add/Edit Line Items > View Work Order sub-menu option in an issue record. This sub-menu option is available only to System Admin...