Billing Lifecycle - Revision history

Dina at 07:50, 8 July 2020

2020-07-08T07:50:57Z

← Older revision		Revision as of 07:50, 8 July 2020
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	==Main Work Flow==		==Main Work Flow==
	The following is a common work flow which may be used in your business when working with ~~CommitCRM~~:		The following is a common work flow which may be used in your business when working with RangerMSP:

	<div class="center">'''I: Log a problem'''<br>When a customer reports a problem, open a Ticket in ~~CommitCRM~~		<div class="center">'''I: Log a problem'''<br>When a customer reports a problem, open a Ticket in RangerMSP

	V		V
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	==Add Charges==		==Add Charges==
	Charges are the way to log the work performed for the Ticket. Charges can be billable or not-billable (read more about Charges in the Introduction to Charges and Billing in ~~CommitCRM~~), depending on the service agreement that was agreed upon with the customer.		Charges are the way to log the work performed for the Ticket. Charges can be billable or not-billable (read more about Charges in the Introduction to Charges and Billing in RangerMSP), depending on the service agreement that was agreed upon with the customer.

	In this demonstration, we will add a simple Labor Charge using the System Global Contract, and will set the Rate during the process:		In this demonstration, we will add a simple Labor Charge using the System Global Contract, and will set the Rate during the process:
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	===Using the Timer to Add Charges===		===Using the Timer to Add Charges===
	You can use the ~~CommitCRM~~ Timer in order to record activity for a certain Ticket and then convert it into a Charge. This is usually useful for activities like phone support.		You can use the RangerMSP Timer in order to record activity for a certain Ticket and then convert it into a Charge. This is usually useful for activities like phone support.

	You can activate the Timer from various places. First display the Ticket details and then:		You can activate the Timer from various places. First display the Ticket details and then:
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	Billing the customer can be performed in any of the following ways:		Billing the customer can be performed in any of the following ways:
	#Generate [[Billing Lifecycle#Charges Reports\|Charge reports]] which list the charges per Account/Contract/Ticket and can be sent to the customer.		#Generate [[Billing Lifecycle#Charges Reports\|Charge reports]] which list the charges per Account/Contract/Ticket and can be sent to the customer.
	#[[Billing Lifecycle#Exporting Charges from ~~CommitCRM~~\|Export Charges from ~~CommitCRM~~]] to any external accounting software you are using.		#[[Billing Lifecycle#Exporting Charges from RangerMSP\|Export Charges from RangerMSP]] to any external accounting software you are using.
	#If your office is using QuickBooks, you can [[Billing Lifecycle#Using ~~CommitCRM~~-QuickBooks Link\|use ~~CommitCRM~~-QuickBooks Link in order to create Invoices]] in QuickBooks using ~~CommitCRM~~. You can easily see all open balances using the main menu '''File > New > QuickBooks Invoice''' option.		#If your office is using QuickBooks, you can [[Billing Lifecycle#Using RangerMSP-QuickBooks Link\|use RangerMSP-QuickBooks Link in order to create Invoices]] in QuickBooks using RangerMSP. You can easily see all open balances using the main menu '''File > New > QuickBooks Invoice''' option.

	===Charges Reports===		===Charges Reports===
	You can produce Charge reports in ~~CommitCRM~~ and send them to your customers. There are several reports which can be used for this purpose. All the Charges reports are accessible through the '''Reports''' window, under the '''Charges category''' (this Reports section is available only to authorized users).		You can produce Charge reports in RangerMSP and send them to your customers. There are several reports which can be used for this purpose. All the Charges reports are accessible through the '''Reports''' window, under the '''Charges category''' (this Reports section is available only to authorized users).

	Alternatively, you can produce a Charges report per Ticket from the Ticket window, using the '''Print''' or '''Print Preview''' Icons. You can also print directly into PDF files by using the '''Print to PDF''' icon.		Alternatively, you can produce a Charges report per Ticket from the Ticket window, using the '''Print''' or '''Print Preview''' Icons. You can also print directly into PDF files by using the '''Print to PDF''' icon.
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	#Specifically, the Technician Service Form with Charges is available from the Web Interface so technicians can supply the customer with a description of the work and the Charges.		#Specifically, the Technician Service Form with Charges is available from the Web Interface so technicians can supply the customer with a description of the work and the Charges.

	You can customize the reports to fit your needs. To learn more about customization in ~~CommitCRM~~, visit the [[FAQ]] section.		You can customize the reports to fit your needs. To learn more about customization in RangerMSP, visit the [[FAQ]] section.

	[[File:tutorial_charges_report.gif\|center]]		[[File:tutorial_charges_report.gif\|center]]
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	[[File:tutorial_charges_mark_as_billed_icon.gif\|center]]		[[File:tutorial_charges_mark_as_billed_icon.gif\|center]]

	===Exporting Charges from ~~CommitCRM~~===		===Exporting Charges from RangerMSP===
	You can export Charges from ~~CommitCRM~~ using the Export tool or the Advanced Data Export Wizard which allows you to export selected fields from ~~CommitCRM~~ to Word®, Excel®, HTML, and more. Using the Wizard you can control the exact data that is exported and the order of the fields in the output file.		You can export Charges from RangerMSP using the Export tool or the Advanced Data Export Wizard which allows you to export selected fields from RangerMSP to Word®, Excel®, HTML, and more. Using the Wizard you can control the exact data that is exported and the order of the fields in the output file.

	The export tools can be activated from the '''Tools > Import & Export > Export''' option or from the Charges Window by clicking on '''Charges > Import & Export'''.		The export tools can be activated from the '''Tools > Import & Export > Export''' option or from the Charges Window by clicking on '''Charges > Import & Export'''.
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	Select the output format and a file name for the exported data file.		Select the output format and a file name for the exported data file.

	===Using ~~CommitCRM~~-QuickBooks Link===		===Using RangerMSP-QuickBooks Link===
	When using ~~CommitCRM~~-QuickBooks Link, you can create Invoices in QuickBooks based on Charges in ~~CommitCRM~~.		When using RangerMSP-QuickBooks Link, you can create Invoices in QuickBooks based on Charges in RangerMSP.

	Invoices can be created at the Account, Contract or Ticket levels, and can be activate from the Account window, Ticket window or Contract window. In addition, you can easily see <u>all open balances</u> using the QuickBooks Invoice Creation Wizard which shows you all the open balances waiting to be billed. You can use this wizard daily to view all open balances added that day, or still open from previous days.		Invoices can be created at the Account, Contract or Ticket levels, and can be activate from the Account window, Ticket window or Contract window. In addition, you can easily see <u>all open balances</u> using the QuickBooks Invoice Creation Wizard which shows you all the open balances waiting to be billed. You can use this wizard daily to view all open balances added that day, or still open from previous days.
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	<u>Note:</u> It is recommended to read the [[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link ]] user manualfor more information.		<u>Note:</u> It is recommended to read the [[QuickBooks Link\|RangerMSP-QuickBooks Link ]] user manualfor more information.


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	*[[Charges]]		*[[Charges]]
	*[[Contracts]]		*[[Contracts]]
	*[[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]]		*[[QuickBooks Link\|RangerMSP-QuickBooks Link]]

	[[Category:Work Flows]]		[[Category:Work Flows]]

Robert at 11:00, 13 August 2014

2014-08-13T11:00:18Z

← Older revision		Revision as of 11:00, 13 August 2014
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	\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|		\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|
	{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"		{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"
	! <h4 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip		! <h4 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip</h4>
	\|-		\|-
	\| style="color:#000;" \| <div id="mp-tfa"><u>Adding the Charge</u> appear as an event in the activity History of the Ticket Resolution/History tab, and in the Account History tab (check the '''Detail''' check box on the bottom-right corner of the History tab in order to view internal history events).		\| style="color:#000;" \| <div id="mp-tfa"><u>Adding the Charge</u> appear as an event in the activity History of the Ticket Resolution/History tab, and in the Account History tab (check the '''Detail''' check box on the bottom-right corner of the History tab in order to view internal history events).

Robert at 07:45, 29 August 2013

2013-08-29T07:45:37Z

← Older revision		Revision as of 07:45, 29 August 2013
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	#Generate [[Billing Lifecycle#Charges Reports\|Charge reports]] which list the charges per Account/Contract/Ticket and can be sent to the customer.		#Generate [[Billing Lifecycle#Charges Reports\|Charge reports]] which list the charges per Account/Contract/Ticket and can be sent to the customer.
	#[[Billing Lifecycle#Exporting Charges from CommitCRM\|Export Charges from CommitCRM]] to any external accounting software you are using.		#[[Billing Lifecycle#Exporting Charges from CommitCRM\|Export Charges from CommitCRM]] to any external accounting software you are using.
	#If your office is using QuickBooks, you can [[Billing Lifecycle#Using ~~Commit~~-QuickBooks Link\|use ~~Commit~~-QuickBooks Link in order to create Invoices]] in QuickBooks using CommitCRM. You can easily see all open balances using the main menu '''File > New > QuickBooks Invoice''' option.		#If your office is using QuickBooks, you can [[Billing Lifecycle#Using CommitCRM-QuickBooks Link\|use CommitCRM-QuickBooks Link in order to create Invoices]] in QuickBooks using CommitCRM. You can easily see all open balances using the main menu '''File > New > QuickBooks Invoice''' option.

	===Charges Reports===		===Charges Reports===
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	Select the output format and a file name for the exported data file.		Select the output format and a file name for the exported data file.

	===Using ~~Commit~~-QuickBooks Link===		===Using CommitCRM-QuickBooks Link===
	When using ~~Commit~~-QuickBooks Link, you can create Invoices in QuickBooks based on Charges in CommitCRM.		When using CommitCRM-QuickBooks Link, you can create Invoices in QuickBooks based on Charges in CommitCRM.

	Invoices can be created at the Account, Contract or Ticket levels, and can be activate from the Account window, Ticket window or Contract window. In addition, you can easily see <u>all open balances</u> using the QuickBooks Invoice Creation Wizard which shows you all the open balances waiting to be billed. You can use this wizard daily to view all open balances added that day, or still open from previous days.		Invoices can be created at the Account, Contract or Ticket levels, and can be activate from the Account window, Ticket window or Contract window. In addition, you can easily see <u>all open balances</u> using the QuickBooks Invoice Creation Wizard which shows you all the open balances waiting to be billed. You can use this wizard daily to view all open balances added that day, or still open from previous days.
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	<u>Note:</u> It is recommended to read the [[QuickBooks Link\|~~Commit~~-QuickBooks Link ]] user manualfor more information.		<u>Note:</u> It is recommended to read the [[QuickBooks Link\|CommitCRM-QuickBooks Link ]] user manualfor more information.


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	*[[Charges]]		*[[Charges]]
	*[[Contracts]]		*[[Contracts]]
	*[[QuickBooks Link\|~~Commit~~-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]

	[[Category:Work Flows]]		[[Category:Work Flows]]

Sheli at 14:52, 11 September 2009

2009-09-11T14:52:16Z

← Older revision		Revision as of 14:52, 11 September 2009
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	{{workflows}}		{{workflows}}


	__TOC__		__TOC__

Yarden at 10:50, 17 August 2009

2009-08-17T10:50:33Z

← Older revision		Revision as of 10:50, 17 August 2009
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	*[[QuickBooks Link\|Commit-QuickBooks Link]]		*[[QuickBooks Link\|Commit-QuickBooks Link]]

	[[Category:~~Common~~ Work Flows]]		[[Category:Work Flows]]

Yarden at 10:47, 17 August 2009

2009-08-17T10:47:31Z

← Older revision		Revision as of 10:47, 17 August 2009
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			{{workflows}}

			__TOC__

	==Main Work Flow==		==Main Work Flow==
	The following is a common work flow which may be used in your business when working with CommitCRM:		The following is a common work flow which may be used in your business when working with CommitCRM:

Yarden at 14:39, 11 August 2009

2009-08-11T14:39:44Z

← Older revision		Revision as of 14:39, 11 August 2009
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	<u>Note:</u> It is recommended to read the [[~~Commit-~~QuickBooks Link\|Commit-QuickBooks Link ~~user manual~~]] ~~for~~ more information.		<u>Note:</u> It is recommended to read the [[QuickBooks Link\|Commit-QuickBooks Link ]] user manualfor more information.


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	*[[Charges]]		*[[Charges]]
	*[[Contracts]]		*[[Contracts]]
	*[[Commit-QuickBooks Link]]		*[[QuickBooks Link\|Commit-QuickBooks Link]]

	[[Category:Common Work Flows]]		[[Category:Common Work Flows]]

Yarden: /* See Also */

2009-08-11T14:36:44Z

Yarden: /* See Also */

2009-08-11T14:36:26Z

Yarden at 14:35, 11 August 2009

2009-08-11T14:35:22Z

← Older revision		Revision as of 14:35, 11 August 2009
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			==Main Work Flow==
	The following is a common work flow which may be used in your business when working with CommitCRM:		The following is a common work flow which may be used in your business when working with CommitCRM:

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	Alternatively, it is possible to add Charges for an Account (customer) directly in the Account or Contract (see [[Contracts]]). This can be helpful in certain cases, such as, when a customer visits your office/repair shop and purchases products or parts, or where you offer consulting services and need to track the time spent on consulting.		Alternatively, it is possible to add Charges for an Account (customer) directly in the Account or Contract (see [[Contracts]]). This can be helpful in certain cases, such as, when a customer visits your office/repair shop and purchases products or parts, or where you offer consulting services and need to track the time spent on consulting.


	~~__TOC__~~

	==Add Charges==		==Add Charges==

← Older revision		Revision as of 14:36, 11 August 2009
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	*[[Charges]]		*[[Charges]]
	*[[Contracts]]		*[[Contracts]]
	*[[Commit QuickBooks Link]]		*[[Commit-QuickBooks Link]]

	[[Category:Common Work Flows]]		[[Category:Common Work Flows]]