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Setting up billing for Plans
Setting up billing for Plans
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Written by Shenai
Updated over a week ago

Getting Started

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

  1. Create an Item Classification for the Plan types

  2. Create Plan Type

  3. 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 Item Classification permission. Contact your management to be able to turn on this permission. If you're unable to find the correct Resource for the Plan, It'll have to be created in the resources tab and a corresponding Item classification will be created.

  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 resource makes up the plan type. We advise creating a generic resource names plan and utilizing Item classification to specify the different types.

  6. Enter bespoke billing code if applicable

  7. Create

Creating Plan Types

  1. Navigate to Plans/Permits

  2. Select the Plan Types tab

  3. Click + New

  4. Gives your Plans Type a name and abbreviation

  5. Select the Item Classification from the drop-down menu

  6. Create

Add Plan Item Classification to rate schedule

The costs and billing modes of the Plan are set up within your rate schedules. To be able to bill these Plans, the Plan 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 Plan Type 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

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