Invoicing of fixed regular fee (without prepaid hours) and services over the Regular fee
Method described in this article offers a configuration when you are invoicing a regular Regular fee (for agreed services) to customer and also you charge some an additional fees.
During creating of new Billing order, choose “Contractual” option and subsequently “Through list of regular fees” option. After saving the order, use the “Add regular fee” button at the bottom of page. Creating of new Billing order with new regular fee is displayed on following picture. If you didn’t create any Billing order befor, first read articles with further information: Billing deals, Billing orders and Billing items.
Selection of regular fee without prepaid hour is displayed on following picture
After creating of contractual Billing order and Regular fee, it’s necessary to create also contractual Billing item for evidence of worked time to the contract. For this evidence of worked time regardless of worked hours, you must mark the option “Don’t invoice fulfillment assigned to this Billing item” during creation of an Billing item – fulfillments assigned under this Invoice item will not be invoiced (invoiced will be only the Regular fee)
For billing of other services, you must create a new Billing order (without marking the “Contractual” option) and relevant Billing items. Procedure of an Billing order creation for works charged in addition to fixed Regular fee is described in article Invoicing of services without Regular fees (Ad hoc service).
Example of finished Billing deal with work evidence under the fixed regular fee (without prepaid hours) with Invoicing of additional works.
For invoicing, go to CDESK -> Billing-> Billing deals -> choose customer for which you want to create an invoice (as it is displayed on following picture), after marking the customer just click on the “Invoice selected” button.
In new opened window you have an option to display the overview of an invoice
In this overview, check all data and go back by clicking the “Back to automated invoicing page” button.
For creating of an invoice, click “Create real Invoices” button.
Created invoices can be found in CDESK -> Billing -> Invoices -> choose an invoice and after its opening, you have options to print or edit this invoice.
What is CDESK?
Download PDF brochure that summarises features and benefits of CDESK.
Contact us and get 30 days free trial access to all features. Discover the convincing value over the competition - if there's any.
We offer you an opportunity to make your business more attractive and competitive. The tool, which will surprise you with its simplicity and complexity.
See the demonstrations of CDESK environment to gain an idea how it looks and feel. Fresh interface loaded with functions - still not decided?