What is pre-billing

Typically, you can only invoice once the order or product is completed.

Pre-billing enables billing your customer before the product or order is completed.

Pre-billing can be done for the full amount or for some of it (partial pre-billing).

Full pre-billing

Full pre-billing in Billing statements is performed from the green puzzle piece.

The green puzzle piece shows you all the billable products, even if no tasks have been completed in them.

To pre-bill the order/s, mark them for billing (fig 1) and click “Generate statements” (fig 2).

Continue with the billing process as you normally do.

Open

Partial pre-billing

Start by enabling “Pre-billing” in the system.

From: Administrator > Web administrator > configuration > settings:

Open

Then, pre-billing can be performed from the green puzzle piece.

The green puzzle piece shows you all the billable products, even if no tasks have been completed in them.

First, enter the amount for pre-billing in the “Total for billing” field (fig 1).

Then, mark the orders for billing (fig 2), and generate the statement (fig 3).

If previous pre-billing was done, you can see the amount in the “Total billed” field.

Continue with the billing process as you normally do.

The remaining amounts for billing will remain in the generator.

If you need to fully invoice the remaining amount, you should do it from the orange puzzle piece. The remaining amount will be waiting there.

If additional pre-billing is required for the same product, you should do it from the green puzzle piece.

Calculate the partial amount to bill based on a percentage

After selecting the items for billing, a new option will be available at the bottom of the Customer billing statement generator page: Percentage of billing (100%).

Using this option, the Total for billing can be calculated using a percentage.

1. Click on “Percentage of billing (100%)

2. Add an amount to the “Percentage of billing (%)” field.

3. Click on “Apply & Close”

After applying, the amount in “Total for billing” will be recalculated based on the percentage (4).

The option at the bottom will also be updated to indicate the percentage that’s currently in use (5).