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Setting up billing for Permits
Setting up billing for Permits

This article goes through how to set up permits to be billable

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Written by Shenai
Updated over a week ago

Getting Started

Prior to permits to be able to be billed. they must first be properly set up within the Item Classifications, Permit issuer and rate schedules. To be able to set this up you must have Billing access as well as access to Create an Item Classifications and potentially access to Create a Resource if a permit isn't not yet created as a resource.

To set this up you must follow the following steps

  1. Create an Item Classification for the Permit Type

  2. Create the Permit Issuer and link the Item Classification

  3. Add the Item Classification to the Rate Schedule

Creating a new Item Classification for the Permit types

To create an item classification you must first have Item Classification permission. Contact your management to be able to turn on this permission.

  1. Navigate to Admin

  2. Select Item Classifications on the top tab bar

  3. Click +New

  4. Fill in Name, Description and category details

  5. Select what resources make up the specific permit. IE 1 x Permit resource

  6. Enter bespoke billing code if applicable

  7. Create

Set up Permit Issuer

Permit issuers are the councils or the governing bodies who are issuing the permit as well as what type of permit they're issuing.

  1. Navigate to Plans/Permits tab

  2. Click the Permit Issuer tab on the top tab bar

  3. Select +New

  4. Fill in the issuer name, abbreviation, state and bespoke notification Period.

  5. From the dropdown menu, select what Item Classification this Permit will be billed as. (This links to the cost you have set up for that item classification in the rate schedule)

  6. If applicable you can also set a default cost for that permit within the issuer

  7. Create

Add permit item classification to rate schedule

The costs and billing modes of permits are set up within your rate schedules. To be able to bill these permits, the permit item classifications must be listed on the rate schedules attached to the Client or Project that you're billing for the permit.

  1. Navigate to Billing

  2. Click Rate Schedules on the top tab bar

  3. Select the rate schedule you want to edit

  4. Click the Revisions tab

  5. Select the current active revision

  6. Select New Vision. This will create a draft revision to be able to edit.

  7. Toggle on the permit Item Classification

  8. Click the clog and select the billing mode from the drop-down menu.

  9. Enter pricing details

  10. Save rate schedule changes

  11. Publish the rate schedule

  12. Activate rate schedule

Related article

How to Bill Permits

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