How to bill clients with rates
How to create & choose the method of billing
When you want to start billing your client for every service you have to create a billing in OA. It can be specific to a client or a universal billing for your clients.
|Create a billing||go to settings -> 3pl Billing (route may be changed in future) -> create a new billing|
|Add a specific service(s)||When you open a new billing, there is a button called ”service” on the top right. Use it to add the services you want in the billing and then fill them in the way you want your clients to be billed for each service and ‘SAVE‘.|
|Create an invoice||in the billing account or in the invoices section in Menu, press ”+” button to create a new invoice|
Billing account assigning
Billing is a “price list” for your services. This is for after you have created a ‘billing’ and you can assign it to any of your clients.
You can directly create & assign a billing account while adding the services for the Billing with one button click ->
То assign or create a new billing account you need to have legal entities created (in Settings – Legal entities).
Create a new account for any of your clients, so you can assign them fees or choose from existing accounts.
You can cancel the ‘billing’ for any account at any time
Billing accounts – Deposit & Payment
|Payment account||– the client can add funds that you can withdraw for payments;|
|Deposit account||– you track all the service fees for your client.|
What do those services mean, how can I know?
- Read the following article – LINK