Billing Items
Note: Billing items for Receivables are currently view only; you can't add, edit, or delete them. We'll monitor your feedback throughout this time to determine next steps as we prepare for general availability. As you review this content, keep in mind it's written for users with add, edit, and delete permissions.
A billing item is a product or service charge such as a finance fee, flat rate, or unit. You charge billing items on an invoice to your clients.
To access the list of billing items, go to Receivables, Billing items. To change the column headers, select Columns, select what to include, and select Apply changes. You can also reorder the columns in the list by dragging and dropping the column headers.
To quickly locate the billing item you want in the list, use the search or filters.
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To find and open a specific billing item, search for it by name (or partial name) and select it in the results.
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To view only billing item that share specific criteria such as such as status or type, filter the list. From the Filters list, select the criteria of the billing items to work with and select Apply filters.
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From Receivables, Billing items, select New.
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Enter the details you need, such as the billing item's name, status, description, and date.
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Under Billing item type, select whether the item is a flat amount or based on a unit. For more details, see Billing Item Types.
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Under Details, select additional info about the billing item.
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If the billing item is subject to sales tax, select Item subject to finance and late charges. In the Sales tax field, select the applicable billing item.
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If the billing item is subject to finance charges and late fees, select Item subject to finance and late charges.
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If clients can receive a terms discount for early payment for the billing item, select Item eligible for terms discount.
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If clients can receive a trade discount for the billing item, select Item eligible for trade discount.
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In the Service provider field, enter the individual at your organization who assisted the client.
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In the Comments and Notes fields, you can enter additional info about the billing item.
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Under Distributions, specify debit accounts, classifications using grants or transaction codes, and custom fields for reporting purposes. You can also select to distribute the information evenly or by percent. For more information, see Billing Item Distributions and Distributions.
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Under Interfund entry set, select a set to balance the accounts if the debit and credit accounts aren’t in the same fund. For more details, see Interfund Sets.
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To add custom fields for the billing item, select Add custom fields. Use these to add additional info and further filter billing items when you search for them. For more details, see Custom Fields.
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Save the billing item.
To open a billing item record, select it in the list of billing items from Receivables, Billing item. The Overview and Distributions tabs display for you to view and edit additional info.
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Overview — Review the cards for info about the billing item's status, type, notes, and who last changed the billing item. You can also add custom fields for the billing item. For more details, see Custom Fields.
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Distributions — Distributions determine the amounts to allocate to accounts and projects for the billing item. For details about distributions, see Billing Item Distributions and Distributions.