Invoicing of fixed regular fee (without prepaid hours) and services over the Regular fee

Method described in this article offers a configuration when you are invoicing a regular Regular fee (for agreed services) to customer and also you charge some an additional fees.

During creating of new Billing order, choose “Contractual” option and subsequently “Through list of regular fees” option. After saving the order, use the “Add regular fee” button at the bottom of page. Creating of new Billing order with new regular fee is displayed on following picture. If you didn’t create any Billing order befor, first read articles with further information: Billing dealsBilling orders and Billing items.

Ddding a regular fee to an billing order

Image: Ddding a regular fee to an accounting order

Selection of regular fee without prepaid hour is displayed on following picture

Setting the fixed regular fee (without prepaid hours)

Image: Setting the fixed regular fee (without prepaid hours)

After creating of contractual Billing order and Regular fee, it’s necessary to create also contractual Billing item for evidence of worked time to the contract. For this evidence of worked time regardless of worked hours, you must mark the option “Don’t invoice fulfillment assigned to this Billing item” during creation of an Billing item – fulfillments assigned under this Invoice item will not be invoiced (invoiced will be only the Regular fee)

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

Image: Billing item settings for evidence of fixed regular fee (regardless of worked hours)

For billing of other services, you must create a new Billing order (without marking the “Contractual” option) and relevant Billing items. Procedure of an Billing order creation for works charged in addition to fixed Regular fee is described in article Invoicing of services without Regular fees (Ad hoc service).

Example of finished Billing deal with work evidence under the fixed regular fee (without prepaid hours) with Invoicing of additional works.

Overview of settings in Billing for evidence of worked hours with created fixed regular fee and with evidence of additional works over the fixed fee

Image: Overview of settings in Billing for evidence of worked hours with created fixed regular fee and with evidence of additional works over the fixed fee

For invoicing, go to CDESK -> Billing-> Billing deals -> choose customer for which you want to create an invoice (as it is displayed on following picture), after marking the customer just click on the “Invoice selected” button.

Invoicing of fixed regular fee (regardless of worked hours)

Image: Invoicing of fixed regular fee (regardless of worked hours)

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

overview of an invoice

Image: overview of an invoice

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

Overview of an invoice

Image: Overview of an 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 its opening, you have options to print or edit this invoice.