Time-based billing for an order

DMF

020433 SALES DELIVERIES TIME-BASED BILLING FOR ORDERS

020437 SALES DELIVERIES ALLOW TIME-BASED BILLING WITH NO TIME CHECK

Time-based billing refers to all offers for which each day spent by a service provider is billed based on an agreed daily or hourly rate. This type of billing can be used to issue sales invoices associated with timesheets, and bill actual expenses or expenses that are not linked to an order lines.

1 Go to Management > Sales > Time-based billing for orders.

Tip

If the Time-based billing preference is enabled from the Edit > Preferences menu then General > Project > Actions, the time-based billing tool can also be opened from a project record sheet, by clicking on in the action bar. In the search criteria, the project will automatically be specified.

2 In the time-based billing screen that opens, specify your search criteria and click on Search.

The table under the Bill section displays the list of timeheets associated with an order and/or the list of expenses relevant to the indicated search criteria.

3 In the table under the Bill section, check Ignore to exclude a line from the time-based billing. By default, lines for which the amount to be billed equals 0 are automatically ignored.
4 If the amount to bill must be different from the Amount to be billed, then specify this new amount in the Amount to bill column.
5 To round up all the amounts to bill, click on the arrow at the right of Round up, then select the type of round up to apply (To the next higher/lower day/half day/quarter day).

All the amounts displayed on the lines are rounded up to match the selected type of round up.

6 Click on at the right of the Bill section.

The screen for billing multiple orders opens.

Tips

Click on at the right of the Bill section to reset original values for all the lines, for example if a round up was applied or amounts to bill were indicated.

Click on at the right of the Bill section to refresh the list, for example to make sure no line was billed by another employee. When the list is refreshed, lines that were already billed are removed but not deleted.

The screen for billing multiple orders displays the list of timesheets and expenses selected from the billing screen via Management > Sales > Time-based billing for orders.

1 From the open screen, specify the following fields:
Field Description
New

Select:

  • deliveries, to issue delivery notes;
  • draft invoices, to be able to create non-validated invoices.

Note

The FAC_REGIE_GENLIV application control, when active, checks by default the deliveries option.
Delivery date Specify the delivery date for timesheets and expenses. The current date is specified by default.
Invoice date

Specify the billing date for timesheets and expenses. The current date is filled in by default.

This field displays only if you selected draft invoices in the New field.
Group timesheets and expenses

When this box is checked, timesheets and expenses to bill are grouped per customer and the order's number no more displays. The expenses and timesheets linked to a customer are grouped in a single delivery note or invoice.

When this box is not checked, the timesheets and the expenses are billed separately. The timesheets are therefore grouped per order while the expenses are grouped per customer.
Continuation of wording

These options enable you to add information in the label of an order line and/or invoice line:

  • Check Timesheets: Details about days and employees to add the relevant days and employees to the label linked to the timesheets to bill.
  • Check Actual expenses: Details about days, employees and amounts to add the relevant days, employees and amounts to the label linked to the expenses to bill.
Open list of generated objects When this box is checked, the management objects generated during the delivery or the billing of multiple orders will be automatically displayed in the new tabs of the Desktop Application.
2 In the table under Bill, check the lines to be processed, that is to say the checked lines. By default, all lines are checked. If necessary, click on in the table's header, then on Select all or Unselect all.
3 Click on Time-based billing for multiple orders.

The selected timesheets and expenses lines are delivered and/or billed.

Note

If a user does not have the DMF 020437 SALES DELIVERIES ALLOW TIME-BASED BILLING WITH NO TIME CHECK and bills a line for which the total of time to be billed is more than the order's quantity to be billed, the line with fail when the mass billing is started.