Prior to generating invoices for plans, they must be properly set up with an item classification and then link that classification the Plan type. That item classification is then added to your rate schedule. To be able to do this you must have Billing, Item classification and rate schedule permissions. Speak to your Manager to turn on these permissions.
To set this up you must follow the following steps
Create an Item Classification for the Plan types
Create Plan Type
Add the Item Classification to the Rate Schedule
Creating a New Item Classification for the Plan Types
To create an item classification, you must first have permission for item classifications. Contact your management to have this permission enabled.
Navigate to Admin on the sidebar
Select the Item Classifications tab
Click +New
Fill in Name, Description and Category Details
Select which Resources make up the permit (E.g. 1 x Traffic Control Plan)
Enter Billing Code (if applicable)
Click Create
Creating Plan Types
Navigate to Plans/Permits on the sidebar
Select the Plan Types tab
Click +New
Enter a Plans Type Name and Abbreviation
Select the Item Classification
Select a Plan Label Template
Click Create
Add Plan Item Classification to Rate Schedule
The costs and billing modes for permits are set up within your rate schedules. To bill these permits, the permit item classifications must be included in the rate schedules attached to the Client or Project for which you are billing the permit.
Navigate to Billing on the sidebar
Select the Rate Schedules tab
Select the desired Rate Schedule
Select the Revisions tab
Click the Current Active Revision
Select New Revision (this will create a draft revision to be able to edit)
Toggle on the Permit Item Classification
Click Clog and select the Billing Mode
Enter Pricing Details
Click Save
Click Publish
Click Activate
