Invoicing - Create Line Item

Invoicing - Create Line Item

Purpose

  1. To demonstrate how to create a Line Item for Invoicing.

Related Articles

Video


Instructions


1. Click on Invoicing.





2. Click on Fee Schedule.


Click on Fee Schedule.



3. Click on Create Line Item.


Click on Create Line Item.



4. Select the Billable Category.


Select the Billable Category.



5. Click on Add (+ sign) to add a new Billable Category.






6. Enter a Name and then Save to create a new Billable Category.


Enter a Name and then Save to create a new Billable Category.



7. Select a Type, Flat Fee or Formula.


Select a Type, Flat Fee or Formula.

NOTE: Formula can only be used for the Automatic Invoice feature.  See related articles.



8. Click on Add (+ sign) to add a new Billable Category Type.





9. Enter a Name and then Save to create a new Billable Category Type.


Enter a Name and then Save to create a new Billable Category Type.




10. Enter a name for the new Line Item.


Enter a name for the new Line Item.



11. Select the correct unit (Each or Hourly).


Select the correct unit (Each or Hourly).



12. See related KBA's for Automated Invoice Creation.


See related KBA's for Automated Invoice Creation.



13. Select Flat for Fee Type.


Select Flat for Fee Type.



14. For Flat Fee, enter an amount.


For Flat Fee, enter an amount.



15. Enter a Billing Code, if needed.
Enter a Billing Code, if needed.



16. Select a General Ledger Code, if needed.
Select a General Ledger Code, if needed.



17. Click on Add (+ sign) to add a new General Ledger Code.






18. Enter a Code and Description and select Save.


Enter a Code and Description and select Save.



19. Click on Save.

​
Click on Save.





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