How to start using Billing

For evidence of performed work you must create the Deal in Accounting and establish the Accounting order with Invoice items. For better operation understanding of this structure, read articles: Deals, Accounting orders and Invoice items. After its creation, the sorting of works (fulfillments) in requests becomes easy. It will consist in selecting the Invoice item when entering the fulfillment into CDESK. Basic principle of Accounting is captured on following figure.

Basic relations of Billing in CDESK

Image: Basic relations of Billing in CDESK

While you are creating the fulfillment, simply select the Invoice item from Accounting, as it is displayed on following picture.

Choosing from list of billing items

Image: Choosing from list of billing items

Accounting is adjusted for various kinds of work time evidence depending on the type of provided services to customers and performed works in company.

Accounting is effectively utilized when you are providing some of following service types:

  1. Providing the non-contracting (Ad hoc) service – works are invoiced in hourly rate or in fixed, agreed price. Example of settings for this type of invoicing in article.

  2. Providing the contracting services for a fixed fee – you are not charging any works over this fixed fee. Example of settings for this type of invoicing in article.

  3. Part of contracting services is provided for a fixed fee and remaining services are charged in addition in hourly rates or in fixed, agreed prices. Example of settings for this type of invoicing in this article.

  4. Providing the contracting service with prepaid hours (with or without moving of unused hours to the next billing period, with charging the overdrawn hours). This type of Regular fee can be combined with billing the works in hourly rate or in fixed fees. Example can be found in article.

  5. Providing the service for customers, when you are invoicing the different time than the real worked and you need to record all real worked time. Two possible methods of this kind of ebidence can be found here.