The Billing tab allows you to view and update all billing and payment items for your Site, create sitewide Statements of Account, and create new Billing and Payment Items.


Sidebar Actions

When you navigate to the Billing tab, you can choose from the following options under Billing Actions:

  1. View All Billing Items
    1. This will reload the main Billing tab
  2. Create Billing Item
    1. Click Create Billing Item to create a new, standalone billing item.
      1. See the Billing Item article for more information on creating billing items.
  3. Create Payment
    1. Click Create Payment to record a new, standalone payment.
      1. See the Recording Payments article for more information on creating and allocating payments.
  4. Create Statement of Account
    1. Click Create Statement of Account to view all open billing items, activity from the last 30 days, or activity from a custom-defined date range.

Listviews

The main section of the Billing tab contains two sets of listviews. The first is for billing items and payments linked to specific cases. The second is for standalone billing items and payments.

Case Related Lestviews

Case Billing Items

  • Case - The name and case id number of the related case
  • Name - The name given to the billing item 
  • Date Created - The date the billing item was created
  • Billing Status - The current status of the billing item
  • Cost - The initial cost of the item
  • Amount Owed - The amount owed is calculated as [Cost - Any Discounts Applied]
  • Amount Paid - The total amount of any payments allocated to the billing item
  • Remaining Balance - The remaining balance is calculated as [Amount Owed - amount Paid]
  • Created By - The name of the user who created the billing item
  • Actions:
    • View opens the billing item and allows you to see all details. 
    • Clicking the pencil icon will open the billing item in edit mode where you can make changes to the item.

Case Payments

  • Relation - The name and case id number of the related case
  • Name - The name of the payment entered by the user
  • Payment Date - The date the user entered the payment
  • Payment Type - The payment type selected 
  • Payment Amount - The total dollar amount of the payment
  • Total Amount Allocated - The total amount of the payment that has been allocated to specific billing items
  • Amount Refunded - The total amount of any refunds applied to this payment
  • Created By - The name of the user who created the payment
  • Actions:
    • View opens the payment record, where you can see additional details about the payment and any billing items the payment has been applied to
    • Clicking the pencil icon will open the billing item in edit mode where you can make changes to the item.

Standalone Listviews

The standalone BILLING ITEMS and PAYMENTS views display the same information as the CASE BILLING ITEMS and CASE PAYMENTS discussed above but only for those items that were not created from a case.

See Also: