HOW TO CREATE BILLING ITEMS

In order to be able to create billing Items, you need to have the Billing module activated in your license. Billing is an Add-on Module which can be requested by contacting your sales representative. For our billing tutorial video, click here.

1. From Administrator tools, click on Billing Item Types. Adding your own Billing Item Types allows you to categorize your billing items when creating them in later steps.
   
2. Click on Add Billing Item Types.
   
3. Enter the name of your billing item type, and click Save.
4. Repeat the above steps 2 & 3 until you've added your desired billing item types.
5. From the administrator tools homepage, click on Billing Items. This is where you'll create your billing items that will ultimately be added as expenses to a case and then added to your invoices within the caseworker portal.
   
6. Click on Add Billing Item.
   
   
7. For the Code field, this has to be an alphanumeric entry and can be whatever you desire. Note that the Billing Items are sorted alphanumerically.
8. For the Type drop-down, select the desired billing item type. This drop-down corresponds to the billing item types created in steps 1-4 above.
9. For the Description field enter the name of your billing item.
10. For the Price fields, enter the cost of the billing item, choose if the item should be a flat rate or hourly, and if necessary, select the box for Taxable. For hourly, choose Hour from the drop down.
11. Repeat steps 6-10 until your desired billing items have all been created.
12. To associate Billing Items with case processes, navigate to the Case Processes module within the Administrator Tools.
    
13. For the desired case process, click on the Billing Items button.
    
14. Click on Add Process Billing Item(s).
    
15. Select the desired billing items created in steps 6-11, and click Add Billing Item.