Invoicing of services without Regular fees (Ad hoc service)

Create a Deal within non-contracting Billing order for Ad hoc service. Manual of creating the Billing structure can be found in articles Billing deals, Billing orders and Billing items.

We advise the setting of Billing order as it is displayed on following picture. The “Contracting” option can’t be selected in this type of invoicing (selecting this option you can add the Regular fees in Billingorder, as it is displayed further)

Billing order settings for evidence of works without periodical Regular fees

Image: Accounting order settings for evidence of works without periodical Regular fees

After setting the Billing order, click on “Save” button, then “Add Billing item” button. You can choose unlimited number of Billing items under one Billing order, where each of them can have various settings. Advised settings of Billing item for this type of evidence is illustrated on following picture.

Billing item settings for services evidence without Regular fee

Image: Billing item settings for services evidence without Regular fee

Invoicing of fulfillments without the Regular fee

For the fulfillment invoicing, go to CDESK -> Billing -> Billing deals-> choose customer, for which you want to create an invoice and select it as it is displayed on following picture. After selecting just click on “Invoice selected” button.

Fulfillment invoicing without the Regular fee

Image: Fulfillment invoicing without the Regular fee

In new opened window you have an option to view the Invoice by clicking on Preview of future invoice button.

Option to show preview of future invoice

Image: Option to show preview of future invoice

Check the data in this overview and click the “Back to automatic invoicing page” and in initial window click the “Create real invoices” button.

Preview of future invoice

Image: Preview of future invoice

Created invoices can be found in CDESK -> Billing -> Invoices -> choose an invoice, choose the desired invoice and after its opening you have an option to print or edit this invoice.