Charges FAQ - Revision history

Dina at 08:03, 8 July 2020

2020-07-08T08:03:40Z

Dina at 09:41, 9 July 2015

2015-07-09T09:41:23Z

Robert at 14:07, 29 August 2013

2013-08-29T14:07:02Z

← Older revision		Revision as of 14:07, 29 August 2013
Line 47:		Line 47:
	Using the Charge reports, you can print charge report that include both Billable and Not Billable charges, but select not to show the Not Billable charges prices and totals, and give the printouts to your customers. This way you can show your customers everything you do, and charge them only for what needs to be charged.		Using the Charge reports, you can print charge report that include both Billable and Not Billable charges, but select not to show the Not Billable charges prices and totals, and give the printouts to your customers. This way you can show your customers everything you do, and charge them only for what needs to be charged.

	You can also use the ~~Commit~~-QuickBooks Link to generate invoices in QuickBooks based on Billable charges in CommitCRM. The QuickBooks Invoice Creation Wizard includes only Billable charges in the invoice total. You can also add non-billable charges to the invoice for reporting purposes, which will not affect the invoice total.		You can also use the CommitCRM-QuickBooks Link to generate invoices in QuickBooks based on Billable charges in CommitCRM. The QuickBooks Invoice Creation Wizard includes only Billable charges in the invoice total. You can also add non-billable charges to the invoice for reporting purposes, which will not affect the invoice total.


Line 95:		Line 95:
	You can print charge reports in CommitCRM and send them to your customers (charges reports . Charge reports can be printed at the customer, service contract and trouble ticket levels. Each report displays all the relevant charges for labor, expenses and parts that were logged during the date range you've entered for the customer, contract or ticket.		You can print charge reports in CommitCRM and send them to your customers (charges reports . Charge reports can be printed at the customer, service contract and trouble ticket levels. Each report displays all the relevant charges for labor, expenses and parts that were logged during the date range you've entered for the customer, contract or ticket.

	Alternatively, you can use the ~~Commit~~-QuickBooks Link module to create QuickBooks invoices.		Alternatively, you can use the CommitCRM-QuickBooks Link module to create QuickBooks invoices.

	See [[QuickBooks Link\|~~Commit~~-QuickBooks Link]].		See [[QuickBooks Link\|CommitCRM-QuickBooks Link]].

	==See Also==		==See Also==

Reno at 17:45, 28 October 2009

2009-10-28T17:45:14Z

← Older revision		Revision as of 17:45, 28 October 2009
Line 104:		Line 104:
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Charges]]		[[Category:Charges]]
	~~[[Category:KB\|FAQ]]~~
	__NOTOC__		__NOTOC__

Reno at 21:01, 27 October 2009

2009-10-27T21:01:33Z

← Older revision		Revision as of 21:01, 27 October 2009
Line 8:		Line 8:
	*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]		*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]
	*[[Charges FAQ#Can I create invoices using CommitCRM or is QuickBooks required?\|Can I create invoices using CommitCRM or is QuickBooks required?]]		*[[Charges FAQ#Can I create invoices using CommitCRM or is QuickBooks required?\|Can I create invoices using CommitCRM or is QuickBooks required?]]


	===Advanced Use===		===Advanced Use===

Reno at 20:44, 27 October 2009

2009-10-27T20:44:39Z

← Older revision		Revision as of 20:44, 27 October 2009
Line 19:		Line 19:
	<br>		<br>
	*[[Charges FAQ#See Also\|See Also]]		*[[Charges FAQ#See Also\|See Also]]
			----

	===I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?===		===I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?===

Reno at 20:31, 27 October 2009

2009-10-27T20:31:33Z

← Older revision		Revision as of 20:31, 27 October 2009
Line 16:		Line 16:
	*[[Charges FAQ#Can I define Custom Pricing for specific Accounts or Contracts?\|Can I define Custom Pricing for specific Accounts or Contracts?]]		*[[Charges FAQ#Can I define Custom Pricing for specific Accounts or Contracts?\|Can I define Custom Pricing for specific Accounts or Contracts?]]
	*[[Charges FAQ#What are Contract-Price Charges and when should they be used?\|What are Contract-Price Charges and when should they be used?]]		*[[Charges FAQ#What are Contract-Price Charges and when should they be used?\|What are Contract-Price Charges and when should they be used?]]


	<br>		<br>

Reno at 20:31, 27 October 2009

2009-10-27T20:31:09Z

← Older revision		Revision as of 20:31, 27 October 2009
Line 1:		Line 1:
	{{faq}}		{{faq}}

	*[[Charges FAQ#I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?\|I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?]]
			===Getting Started===
	*[[Charges FAQ#What is the difference between Billable charges and Not Billable charges?\|What is the difference between Billable charges and Not Billable charges?]]		*[[Charges FAQ#What is the difference between Billable charges and Not Billable charges?\|What is the difference between Billable charges and Not Billable charges?]]
	*[[Charges FAQ#Some charges are by default billable, and some are by default not billable. How is this determined?\|Some charges are by default billable, and some are by default not billable. How is this determined?]]		*[[Charges FAQ#Some charges are by default billable, and some are by default not billable. How is this determined?\|Some charges are by default billable, and some are by default not billable. How is this determined?]]
	*[[Charges FAQ#Can I bill a customer for Not Billable charges?\|Can I bill a customer for Not Billable charges?]]		*[[Charges FAQ#Can I bill a customer for Not Billable charges?\|Can I bill a customer for Not Billable charges?]]
	*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]		*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]
			*[[Charges FAQ#Can I create invoices using CommitCRM or is QuickBooks required?\|Can I create invoices using CommitCRM or is QuickBooks required?]]


			===Advanced Use===
			*[[Charges FAQ#I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?\|I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?]]
	*[[Charges FAQ#How can I print unbilled charges reports for my customers?\|How can I print unbilled charges reports for my customers?]]		*[[Charges FAQ#How can I print unbilled charges reports for my customers?\|How can I print unbilled charges reports for my customers?]]
	*[[Charges FAQ#How can I print the charge reports showing the cost?\|How can I print the charge reports showing the cost?]]		*[[Charges FAQ#How can I print the charge reports showing the cost?\|How can I print the charge reports showing the cost?]]
	*[[Charges FAQ#Can I define Custom Pricing for specific Accounts or Contracts?\|Can I define Custom Pricing for specific Accounts or Contracts?]]		*[[Charges FAQ#Can I define Custom Pricing for specific Accounts or Contracts?\|Can I define Custom Pricing for specific Accounts or Contracts?]]
	*[[Charges FAQ#What are Contract-Price Charges and when should they be used?\|What are Contract-Price Charges and when should they be used?]]		*[[Charges FAQ#What are Contract-Price Charges and when should they be used?\|What are Contract-Price Charges and when should they be used?]]
	*[[Charges FAQ#Can I create invoices using CommitCRM or is QuickBooks required?\|Can I create invoices using CommitCRM or is QuickBooks required?]]

			<br>
	*[[Charges FAQ#See Also\|See Also]]		*[[Charges FAQ#See Also\|See Also]]

Line 98:		Line 106:
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Charges]]		[[Category:Charges]]
			[[Category:KB\|FAQ]]
	__NOTOC__		__NOTOC__

Yarden at 08:17, 13 August 2009

2009-08-13T08:17:22Z

← Older revision		Revision as of 08:17, 13 August 2009
Line 1:		Line 1:
			{{faq}}

	*[[Charges FAQ#I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?\|I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?]]		*[[Charges FAQ#I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?\|I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?]]
	*[[Charges FAQ#What is the difference between Billable charges and Not Billable charges?\|What is the difference between Billable charges and Not Billable charges?]]		*[[Charges FAQ#What is the difference between Billable charges and Not Billable charges?\|What is the difference between Billable charges and Not Billable charges?]]

Yarden at 08:23, 11 August 2009

2009-08-11T08:23:49Z

← Older revision		Revision as of 08:23, 11 August 2009
Line 89:		Line 89:
	Alternatively, you can use the Commit-QuickBooks Link module to create QuickBooks invoices.		Alternatively, you can use the Commit-QuickBooks Link module to create QuickBooks invoices.

	See [[Commit-QuickBooks Link]].		See [[QuickBooks Link\|Commit-QuickBooks Link]].

	==See Also==		==See Also==

← Older revision		Revision as of 20:31, 27 October 2009
Line 1:		Line 1:
	{{faq}}		{{faq}}

	*[[Charges FAQ#I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?\|I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?]]
			===Getting Started===
	*[[Charges FAQ#What is the difference between Billable charges and Not Billable charges?\|What is the difference between Billable charges and Not Billable charges?]]		*[[Charges FAQ#What is the difference between Billable charges and Not Billable charges?\|What is the difference between Billable charges and Not Billable charges?]]
	*[[Charges FAQ#Some charges are by default billable, and some are by default not billable. How is this determined?\|Some charges are by default billable, and some are by default not billable. How is this determined?]]		*[[Charges FAQ#Some charges are by default billable, and some are by default not billable. How is this determined?\|Some charges are by default billable, and some are by default not billable. How is this determined?]]
	*[[Charges FAQ#Can I bill a customer for Not Billable charges?\|Can I bill a customer for Not Billable charges?]]		*[[Charges FAQ#Can I bill a customer for Not Billable charges?\|Can I bill a customer for Not Billable charges?]]
	*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]		*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]
			*[[Charges FAQ#Can I create invoices using CommitCRM or is QuickBooks required?\|Can I create invoices using CommitCRM or is QuickBooks required?]]


			===Advanced Use===
			*[[Charges FAQ#I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?\|I have created a Block of Money contract for my customer. I would like the labor hours to be subtracted from their prepaid block. Is it possible?]]
	*[[Charges FAQ#How can I print unbilled charges reports for my customers?\|How can I print unbilled charges reports for my customers?]]		*[[Charges FAQ#How can I print unbilled charges reports for my customers?\|How can I print unbilled charges reports for my customers?]]
	*[[Charges FAQ#How can I print the charge reports showing the cost?\|How can I print the charge reports showing the cost?]]		*[[Charges FAQ#How can I print the charge reports showing the cost?\|How can I print the charge reports showing the cost?]]
	*[[Charges FAQ#Can I define Custom Pricing for specific Accounts or Contracts?\|Can I define Custom Pricing for specific Accounts or Contracts?]]		*[[Charges FAQ#Can I define Custom Pricing for specific Accounts or Contracts?\|Can I define Custom Pricing for specific Accounts or Contracts?]]
	*[[Charges FAQ#What are Contract-Price Charges and when should they be used?\|What are Contract-Price Charges and when should they be used?]]		*[[Charges FAQ#What are Contract-Price Charges and when should they be used?\|What are Contract-Price Charges and when should they be used?]]
	*[[Charges FAQ#Can I create invoices using CommitCRM or is QuickBooks required?\|Can I create invoices using CommitCRM or is QuickBooks required?]]

			<br>
	*[[Charges FAQ#See Also\|See Also]]		*[[Charges FAQ#See Also\|See Also]]

Line 98:		Line 106:
	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Charges]]		[[Category:Charges]]
			[[Category:KB\|FAQ]]
	__NOTOC__		__NOTOC__

← Older revision		Revision as of 08:03, 8 July 2020
Line 7:		Line 7:
	*[[Charges FAQ#Can I bill a customer for Not Billable charges?\|Can I bill a customer for Not Billable charges?]]		*[[Charges FAQ#Can I bill a customer for Not Billable charges?\|Can I bill a customer for Not Billable charges?]]
	*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]		*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]
	*[[Charges FAQ#Can I create invoices using ~~CommitCRM~~ or is QuickBooks or Xero required?\|Can I create invoices using ~~CommitCRM~~ or is QuickBooks or Xero required?]]		*[[Charges FAQ#Can I create invoices using RangerMSP or is QuickBooks or Xero required?\|Can I create invoices using RangerMSP or is QuickBooks or Xero required?]]

	===Advanced Use===		===Advanced Use===
Line 47:		Line 47:
	Using the Charge reports, you can print charge report that include both Billable and Not Billable charges, but select not to show the Not Billable charges prices and totals, and give the printouts to your customers. This way you can show your customers everything you do, and charge them only for what needs to be charged.		Using the Charge reports, you can print charge report that include both Billable and Not Billable charges, but select not to show the Not Billable charges prices and totals, and give the printouts to your customers. This way you can show your customers everything you do, and charge them only for what needs to be charged.

	You can also use the ~~CommitCRM~~-QuickBooks Link or ~~CommitCRM~~-Xero Link to generate invoices in QuickBooks or in Xero based on Billable charges in ~~CommitCRM~~. The QuickBooks/Xero Invoice Creation Wizard includes only Billable charges in the invoice total. You can also add non-billable charges to the invoice for reporting purposes, which will not affect the invoice total.		You can also use the RangerMSP-QuickBooks Link or RangerMSP-Xero Link to generate invoices in QuickBooks or in Xero based on Billable charges in RangerMSP. The QuickBooks/Xero Invoice Creation Wizard includes only Billable charges in the invoice total. You can also add non-billable charges to the invoice for reporting purposes, which will not affect the invoice total.


Line 61:		Line 61:
	These reports list charges according to the filter criteria you select prior to generating the reports. For example, you can create the "Detailed Account Charges by Tickets" report, and filter it to include unbilled charges from July.		These reports list charges according to the filter criteria you select prior to generating the reports. For example, you can create the "Detailed Account Charges by Tickets" report, and filter it to include unbilled charges from July.

	Please note that you can customize reports and design the layout for your bills. [[Reports FAQ#How can I customize ~~CommitCRM~~ reports?\|Learn more about these features]].		Please note that you can customize reports and design the layout for your bills. [[Reports FAQ#How can I customize RangerMSP reports?\|Learn more about these features]].

	If you use QuickBooks or Xero, you can easily generate QuickBooks or Xero invoices for unbilled charges listed in ~~CommitCRM~~.		If you use QuickBooks or Xero, you can easily generate QuickBooks or Xero invoices for unbilled charges listed in RangerMSP.


Line 85:		Line 85:
	Contract-Price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.		Contract-Price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.

	Contract-Price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-Price Charge to represent this amount ($1,000) in the ~~CommitCRM~~ system. A Contract-Price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.		Contract-Price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-Price Charge to represent this amount ($1,000) in the RangerMSP system. A Contract-Price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.

	Contract-Price Charges work much like other charges in ~~CommitCRM~~: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-Price Charges do not represent specific work, they do not affect the balance of a contract block.		Contract-Price Charges work much like other charges in RangerMSP: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-Price Charges do not represent specific work, they do not affect the balance of a contract block.

	For further explanation, see [[Contract-Price Charges]].		For further explanation, see [[Contract-Price Charges]].


	===Can I create invoices using ~~CommitCRM~~ or is QuickBooks or Xero required?===		===Can I create invoices using RangerMSP or is QuickBooks or Xero required?===
	You can print charge reports in ~~CommitCRM~~ and send them to your customers. Charge reports can be printed at the customer, service contract and trouble ticket levels. Each report displays all the relevant charges for labor, expenses and parts that were logged during the date range you've entered for the customer, contract or ticket.		You can print charge reports in RangerMSP and send them to your customers. Charge reports can be printed at the customer, service contract and trouble ticket levels. Each report displays all the relevant charges for labor, expenses and parts that were logged during the date range you've entered for the customer, contract or ticket.

	Alternatively, you can use the ~~CommitCRM~~-QuickBooks Link module to create QuickBooks invoices or ~~CommitCRM~~-Xero Link to create Xero invoices.		Alternatively, you can use the RangerMSP-QuickBooks Link module to create QuickBooks invoices or RangerMSP-Xero Link to create Xero invoices.

	See [[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]] and [[Xero Link\|~~CommitCRM~~-Xero Link]].		See [[QuickBooks Link\|RangerMSP-QuickBooks Link]] and [[Xero Link\|RangerMSP-Xero Link]].

	==See Also==		==See Also==

← Older revision		Revision as of 09:41, 9 July 2015
Line 7:		Line 7:
	*[[Charges FAQ#Can I bill a customer for Not Billable charges?\|Can I bill a customer for Not Billable charges?]]		*[[Charges FAQ#Can I bill a customer for Not Billable charges?\|Can I bill a customer for Not Billable charges?]]
	*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]		*[[Charges FAQ#After Billing a charge how can I mark it so it will not be billed again?\|After Billing a charge how can I mark it so it will not be billed again?]]
	*[[Charges FAQ#Can I create invoices using CommitCRM or is QuickBooks required?\|Can I create invoices using CommitCRM or is QuickBooks required?]]		*[[Charges FAQ#Can I create invoices using CommitCRM or is QuickBooks or Xero required?\|Can I create invoices using CommitCRM or is QuickBooks or Xero required?]]

	===Advanced Use===		===Advanced Use===
Line 47:		Line 47:
	Using the Charge reports, you can print charge report that include both Billable and Not Billable charges, but select not to show the Not Billable charges prices and totals, and give the printouts to your customers. This way you can show your customers everything you do, and charge them only for what needs to be charged.		Using the Charge reports, you can print charge report that include both Billable and Not Billable charges, but select not to show the Not Billable charges prices and totals, and give the printouts to your customers. This way you can show your customers everything you do, and charge them only for what needs to be charged.

	You can also use the CommitCRM-QuickBooks Link to generate invoices in QuickBooks based on Billable charges in CommitCRM. The QuickBooks Invoice Creation Wizard includes only Billable charges in the invoice total. You can also add non-billable charges to the invoice for reporting purposes, which will not affect the invoice total.		You can also use the CommitCRM-QuickBooks Link or CommitCRM-Xero Link to generate invoices in QuickBooks or in Xero based on Billable charges in CommitCRM. The QuickBooks/Xero Invoice Creation Wizard includes only Billable charges in the invoice total. You can also add non-billable charges to the invoice for reporting purposes, which will not affect the invoice total.


	===After Billing a charge how can I mark it so it will not be billed again?===		===After Billing a charge how can I mark it so it will not be billed again?===
	In order to avoid billing the same charge more than once, mark it as billed. Right click on the charge > Mark as Billed, or enter the charge details and click on the '''Mark as Billed''' button. Note that when using QuickBooks, charges which are included in invoices are automatically marked as billed by the system.		In order to avoid billing the same charge more than once, mark it as billed. Right click on the charge > Mark as Billed, or enter the charge details and click on the '''Mark as Billed''' button. Note that when using QuickBooks or Xero, charges which are included in invoices are automatically marked as billed by the system.

	If you don’t see the '''Mark as Billed''' option, this is because the charge’s status is Not Billable. To bill this charge, modify its status to Billable or link it to an existing invoice in QuickBooks by clicking the QB button.		If you don’t see the '''Mark as Billed''' option, this is because the charge’s status is Not Billable. To bill this charge, modify its status to Billable or link it to an existing invoice in QuickBooks or Xero by clicking the QB/Xero button.


Line 63:		Line 63:
	Please note that you can customize reports and design the layout for your bills. [[Reports FAQ#How can I customize CommitCRM reports?\|Learn more about these features]].		Please note that you can customize reports and design the layout for your bills. [[Reports FAQ#How can I customize CommitCRM reports?\|Learn more about these features]].

	If you use QuickBooks, you can easily generate QuickBooks invoices for unbilled charges listed in CommitCRM.		If you use QuickBooks or Xero, you can easily generate QuickBooks or Xero invoices for unbilled charges listed in CommitCRM.


Line 92:		Line 92:


	===Can I create invoices using CommitCRM or is QuickBooks required?===		===Can I create invoices using CommitCRM or is QuickBooks or Xero required?===
	You can print charge reports in CommitCRM and send them to your customers ~~(charges reports~~ . Charge reports can be printed at the customer, service contract and trouble ticket levels. Each report displays all the relevant charges for labor, expenses and parts that were logged during the date range you've entered for the customer, contract or ticket.		You can print charge reports in CommitCRM and send them to your customers. Charge reports can be printed at the customer, service contract and trouble ticket levels. Each report displays all the relevant charges for labor, expenses and parts that were logged during the date range you've entered for the customer, contract or ticket.

	Alternatively, you can use the CommitCRM-QuickBooks Link module to create QuickBooks invoices.		Alternatively, you can use the CommitCRM-QuickBooks Link module to create QuickBooks invoices or CommitCRM-Xero Link to create Xero invoices.

	See [[QuickBooks Link\|CommitCRM-QuickBooks Link]].		See [[QuickBooks Link\|CommitCRM-QuickBooks Link]] and [[Xero Link\|CommitCRM-Xero Link]].

	==See Also==		==See Also==