Charges - Revision history

Dina: /* See Also */

2021-06-27T10:41:42Z

Dina at 08:02, 8 July 2020

2020-07-08T08:02:08Z

Show changes

Dina: /* See Also */

2019-01-21T15:12:21Z

Dina: /* Closing Charges */

2015-07-09T09:35:19Z

Closing Charges

← Older revision		Revision as of 09:35, 9 July 2015
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	==Closing Charges==		==Closing Charges==
	After billing the Charge, you should mark it as 'Billed' to avoid billing the same charge more than once (this is done automatically for Charges that are included in QuickBooks Invoices).		After billing the Charge, you should mark it as 'Billed' to avoid billing the same charge more than once (this is done automatically for Charges that are included in QuickBooks or Xero Invoices).

	To mark a Charge as billed you can use the following options:		To mark a Charge as billed you can use the following options:
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	In addition to the option of changing a single Charge's status to "Billed", the application also provides a batch-update option to allow marking a group of Charges as billed at once.		In addition to the option of changing a single Charge's status to "Billed", the application also provides a batch-update option to allow marking a group of Charges as billed at once.

	This option is especially useful for '''users not working with QuickBooks''' that want to quickly batch update a bunch of Charges as billed.		This option is especially useful for '''users not working with QuickBooks or Xero''' that want to quickly batch update a bunch of Charges as billed.
	<br><br>		<br><br>
	The "Mark All as Billed" option is located under the Charges Tabs in the following windows:		The "Mark All as Billed" option is located under the Charges Tabs in the following windows:

Dina: /* Using CommitCRM-Xero Link */

2015-07-09T09:34:23Z

Using CommitCRM-Xero Link

← Older revision		Revision as of 09:34, 9 July 2015
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	==Using CommitCRM-Xero Link==		==Using CommitCRM-Xero Link==
	You can use the CommitCRM-Xero Link module to export Charges that haven't been billed yet as invoices from CommitCRM to Xero. Invoice file can be created for Account, Contract, or Ticket records using the ~~QuickBooks~~ Icon on the window toolbar:		You can use the CommitCRM-Xero Link module to export Charges that haven't been billed yet as invoices from CommitCRM to Xero. Invoice file can be created for Account, Contract, or Ticket records using the Xero Icon on the window toolbar:
	*'''Account''' - Invoices created at the Account level may include any Charges linked to this account, its contracts and tickets		*'''Account''' - Invoices created at the Account level may include any Charges linked to this account, its contracts and tickets
	*'''Contract''' - Invoice created at the Contract level may include only Charges which are linked to this specific contract		*'''Contract''' - Invoice created at the Contract level may include only Charges which are linked to this specific contract

Dina: /* Using CommitCRM-QuickBooks Link */

2015-07-09T09:33:37Z

Using CommitCRM-QuickBooks Link

← Older revision		Revision as of 09:33, 9 July 2015
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	You can follow the Invoice Creation Wizard steps in the [[QuickBooks_Link\|CommitCRM-QuickBooks Link]] user manual.		You can follow the Invoice Creation Wizard steps in the [[QuickBooks_Link\|CommitCRM-QuickBooks Link]] user manual.

			<br>

			==Using CommitCRM-Xero Link==
			You can use the CommitCRM-Xero Link module to export Charges that haven't been billed yet as invoices from CommitCRM to Xero. Invoice file can be created for Account, Contract, or Ticket records using the QuickBooks Icon on the window toolbar:
			*'''Account''' - Invoices created at the Account level may include any Charges linked to this account, its contracts and tickets
			*'''Contract''' - Invoice created at the Contract level may include only Charges which are linked to this specific contract
			*'''Ticket''' - Invoices created at the Ticket level may only include Charges which are linked to this specific ticket

			In order to view the list of Accounts, Tickets or Contracts which have billable charges and have not yet been billed, go to the Main menu, '''New > Xero invoice''' option. The Invoice Creation Wizard will open, and you will be able to create Invoices for the selected Charges. Both billable and not-billable charges can be included in the invoice, where only the billable charge actually effect the invoice total amount.

			Each Charge that was included in a Xero Invoice is automatically marked as 'Billed' and is now read-only so the users cannot change the Charge details once it was transferred to Xero. It also shows the Xero invoice reference number in the charge window.

			You can list all charges included in a specific Xero invoice by opening the main Charges window and selecting from the menu '''Xero > Filter by Invoice Reference'''. In the window that opens, type the Xero invoice reference/number and confirm. All the charges that were included in this invoice will be displayed.

			You can follow the Invoice Creation Wizard steps in the [[Xero_Link\|CommitCRM-Xero Link]] user manual.

	==Closing Charges==		==Closing Charges==

Dina: /* Using CommitCRM-QuickBooks Link */

2015-07-09T09:24:13Z

Using CommitCRM-QuickBooks Link

← Older revision		Revision as of 09:24, 9 July 2015
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	You can list all charges included in a specific QuickBooks invoice by opening the main Charges window and selecting from the menu '''QuickBooks > Filter by Invoice Reference'''. In the window that opens, type the QuickBooks invoice reference/number and confirm. All the charges that were included in this invoice will be displayed.		You can list all charges included in a specific QuickBooks invoice by opening the main Charges window and selecting from the menu '''QuickBooks > Filter by Invoice Reference'''. In the window that opens, type the QuickBooks invoice reference/number and confirm. All the charges that were included in this invoice will be displayed.

	You can follow the Invoice Creation Wizard steps in the ~~CommitCRM Getting Started Guide, under '''Billing > Using CommitCRM-QuickBooks Link'''. You can also see more information about the CommitCRM QuickBooks Link in the~~ CommitCRM-QuickBooks Link user manual.		You can follow the Invoice Creation Wizard steps in the [[QuickBooks_Link\|CommitCRM-QuickBooks Link]] user manual.

	==Closing Charges==		==Closing Charges==

Dina at 08:30, 30 June 2015

2015-06-30T08:30:23Z

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 <br>
 '''>> [[Reports|Click to read more about generating and customizing reports]].'''
 <br>

Dina at 08:21, 30 June 2015

2015-06-30T08:21:43Z

← Older revision		Revision as of 08:21, 30 June 2015
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	<br>		<br>
	[[File:~~tutorial_ticket_timer_icon~~.~~gif~~\|center]]		[[File:Tutorial_ticket_timer_icon.png\|center]]

	===How to activate the Timer===		===How to activate the Timer===
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	You can start and stop the Timer as many times as you need, and all time spent will be added to the total time (clicking on the magnifying glass will display all the time logged and you can right-click each line and delete it if needed).		You can start and stop the Timer as many times as you need, and all time spent will be added to the total time (clicking on the magnifying glass will display all the time logged and you can right-click each line and delete it if needed).

	[[File:~~tutorial_timer_window~~.~~gif~~\|center]]		[[File:Tutorial_timer_window.png\|center]]

	===Timer Window===		===Timer Window===
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	<br><br>		<br><br>

			==Viewing Charge Totals In Charges Window==

			To display the Charge totals, filter the Charge list to show only the Charges you want to summarise, and click ''Charge Totals'' from the toolbar to display the total amounts.
			This option can help you easily get the total amount for all Charges for this month or everyone’s Charges today etc.

			[[File:Charges_totals.png]]
			<br><br>

	==Using CommitCRM Charge Reports==		==Using CommitCRM Charge Reports==
	You can use CommitCRM to send Billable Charges to your customers.		You can use CommitCRM to send Billable Charges to your customers.

Robert: /* Charging Using Taxes */

2014-02-04T14:12:50Z

Charging Using Taxes

← Older revision		Revision as of 14:12, 4 February 2014
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	*To define default custom Items (optional) click Edit in the same window as above.		*To define default custom Items (optional) click Edit in the same window as above.
	<br>		<br>
	<u>Batch Updating Taxes</u><br>You can update the tax codes for a list of Accounts from '''Accounts > Tools > Batch Update Tax Settings'''.		<u>Batch Updating Taxes</u>
			<br>You can update the tax codes for a list of '''Accounts''' from '''Accounts > Tools > Batch Update Tax Settings'''.
	<br>See more details in [[Accounts#Batch_Update_Account_Tax_Settings\|Batch Update Account Tax Settings]].		<br>See more details in [[Accounts#Batch_Update_Account_Tax_Settings\|Batch Update Account Tax Settings]].
	<br>		<br><br>
			You can update the tax codes for a list of '''Items''' from '''Items > Tools > Batch Update Tax Settings'''.
			<br>See more details in [[Items#Batch_Update_Item_Tax_Settings\|Batch Update Item Tax Settings]].
			<br><br>
	<u>Tax Codes</u><br>		<u>Tax Codes</u><br>
	Tax Codes in CommitCRM can be defined using up to 3 characters. This allows up to 254 different Tax rates that can be configured.		Tax Codes in CommitCRM can be defined using up to 3 characters. This allows up to 254 different Tax rates that can be configured.

← Older revision		Revision as of 10:41, 27 June 2021
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	*[[Recurring Charges]]		*[[Recurring Charges]]
	*[[Contracts]]		*[[Contracts]]
			*[[Import Charges]]
	*[[Charges FAQ]]		*[[Charges FAQ]]
	*[[Taxes FAQ]]		*[[Taxes FAQ]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Billing]]		[[Category:Billing]]

← Older revision		Revision as of 15:12, 21 January 2019
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	*[[Billing]]		*[[Billing]]
	*[[Items]]		*[[Items]]
			*[[Recurring Charges]]
	*[[Contracts]]		*[[Contracts]]
	*[[Charges FAQ]]		*[[Charges FAQ]]