Using a Fee Formula Without Using Automatic Invoices

Using a Fee Formula Without Using Automatic Invoices

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to create an invoice line item based on the occupancy data (e.g., Total billable area) without using Automatic invoices.

Video


Instructions

1. Navigate to Invoicing and then Fee Schedule.


Navigate to Invoicing and then Fee Schedule.



2. Click on Create Line Item.


Click on Create Line Item



3. Select Billable Category or Click on Add (+) to create a new Billable Category.






4. Type a name for the new Billable Category and select "Save."






5. Select Type or Click on Add (+) to create a new Type.






6. Type a name for the new Type and select "Save."






7. Enter a Line Item Name.


Enter a Line Item Name.



8. Enter Line Item Details, if needed.


Enter Line Item Details, if needed.



9. Select Each or Hourly from Unit.


Select Each or Hourly from Unit.



10. Select Formula from Fee Type.


Select Formula from Fee Type.



11. Enter a Billing Code or General Ledger Code, if needed.


Enter a Billing Code or General Ledger Code, if needed.



12. Select one or more placeholder's and apply the formula as needed.
  1. Placeholders available for use:
    1. Building Area in Square Feet
    2. Number of Common Areas
    3. Number of Fire Pumps
    4. Number of Units
    5. Special Discount
    6. Total Billable Area

Select one or more placeholder's and apply the formula as needed.



13. Example Formula: "BUILDING_AREA_SQUARE_FEET*0.25"
  1. Building Area in Square Feet x $0.25 per square foot.
  2. NOTE: When inserting decimal values into a formula, a value has to be to the left of the decimal point.
  3. The formula will calculate out to hundreds to the left of the decimal point and thousands to the right of the decimal point.
  4. Example: 000.001  




14. Click on "Save" when done.






15. Example Invoice, select Create Invoice.


Example Invoice, select Create Invoice.



16. Enter a Service Address or Business Name.
  1. NOTE: If you select No Service Address, the Invoice amount will be $0.00.

Enter a Service Address or Business Name.



17. Enter the line item and the amount will be calculated by the formula.


Enter the line item and the amount will be calculated by the formula.



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