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Last Updated: 06/06/2025
in Integrations and Add-Ons
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Use the following best practices to make the most of Issuetrak’s Billing Module. These guidelines will help you maintain clarity, streamline reporting, and keep billing information organized and effective.
1. Use Clear Naming Conventions
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Issuetrak’s Billing Module allows you to customize Invoice and Work Order templates to align with your organization's branding and operational workflows. You can configure prefixes, tax rates, payment terms, and more to generate professional, brande...
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A Work Order in Issuetrak’s Billing Module is a printable document that shows all line items associated with an issue. It can be used to summarize completed work or to obtain customer authorization for work that hasn’t been completed yet. To...
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Before you can add line items to issues or generate invoices, you’ll need to set up your Product / Service records in Issuetrak. These are predefined items that represent the goods or services your organization bills for. Each record includes deta...
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Line Items in Issuetrak’s Billing Module represent billable Products or Services added to an issue for tracking, invoicing, and reporting purposes. Each line item captures details such as quantity, date, rate, total cost, and may optionally incl...
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Invoices in Issuetrak’s Billing Module are formal records of billable work completed for your customers that can be used to request payment efficiently. This article explains how to generate, review, manage, and export invoices on your site to str...
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In Issuetrak’s Billing Module, customer management is streamlined by treating Organizations as "Customers" for consistency with billing terminology. This view introduces two billing-specific fields:
Billing Reference - used for trac...
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The Billing Module transforms issue tracking into a powerful tool that allows you to add detailed charges to issues, including products, services, labor, and more. You can then generate invoices, create work orders, or export the data to your accoun...
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Last Updated: 06/04/2025
in Getting Started Pre-Deployment System requirements for the latest release of Issuetrak.