Invoicing of all services within the Regular fee (monthly fee)

Manual listed below provides the solution for case of contracting services, when you are performing all works for customer within the one, periodical fee. (If you are charging the additional fees over the Regular fee, read article Invoicing of fixed regular fee (without prepaid hours) and services over the Regular fee.

During creating of new Billing order, mark the “Contracting” option – this means that all works performed under this Billing order are charged by the type of chosen Regular fee. We advise you to select the option “Through list of regular fees”. Adding of new Billing order with regular fee is displayed on following picture. Procedure of creating and setting of Billing order can be found in articles Billing dealsBilling orders and Billing items.

Adding regular fee to Billing order

Image: Adding regular fee to Accounting order

Selection of regular fee without prepaid hours is displayed on following picture. Select this option for evidence of all services within the regular fee.

Fixed fee settings (regardless of hours worked)

Image: Fixed fee settings (regardless of hours worked)

After adding of an Billing order and its regular fee, add an Invoice item in this Billing order to record the working time in CDESK. For correct evidence of working time, mark the option “Don’t invoice fulfillment assigned to this Invoice” – this means that all fulfillments assigned to this Invoice item will be billed within the regular fee and will not be invoiced in addition. If you wish to provide the list of all performed works within the regular fee to customer, mark an option “Display requests/fulfillments from this Billing item in the section of internal contract fulfillments

Settings of an Billing item for evidence of fixed regular fee (regardless of hours worked)

Image: Settings of an Invoice item for evidence of fixed regular fee (regardless of hours worked)

For invoicing of regular fee regardless to prepaid hours, move to CDESK -> Billing -> Billing deals -> choose customer for which you want to create an invoice and mark it as it’s displayed on following picture. After marking the desired customer, click the “Invoice selected” button.

Invoicing of regular fee

Image: Invoicing of regular fee

In new opened window you have an option to display the overview of an invoice

Preview of future invoice

Image: Preview of future invoice

In this overview, check all data and go back by clicking the “Back to automated invoicing page” button.

Preview of future invoice

Image: Preview of future invoice

For creating of an invoice, click “Create real Invoices” button.

Creating real invoice

Image: Creating real invoice

Created invoices can be found in CDESK -> Billing -> Invoices -> choose an invoice and after it opens, you have options to print or edit this invoice.