Billable Charge Codes are codes that you specifically use when adding items for invoicing. There are times when users need the ability to create manual billable items to show up on an invoice, and in order to do that, you must have a billable charge code set up. Why? The why here is for any item that may need to be claimed on an invoice but isn't necessarily tied to Time & Expense such as a background check.
To start, Navigate to Settings | Billable Charge Codes and use the plus sign to create a new Charge Code.
You now have these options to choose from for your Billable item. All Billables must be linked to an existing Expense Category. If you don't have one already, you must Create an Expense Category first.
You may select whether you want to require expense notes or receipts for this charge code which can come in handy when items are being added manually.
Once you have your billable charge codes set up, you can now use these in the billable items grid within invoicing.
To use your new charge codes, navigate to the billable item grid and select New.
Fill out your information for the billable item in the window and choose the charge code that you had just created. It will automatically know the charge category, and allow you to fill out an amount and quantity below.
With your billables claimed on an invoice, it's officially time to send! Get ready to review and send a draft invoice. Also, check out our full Master Guide that services as a one-stop-shop for all things Crelate Deliver!