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Billing
Guides to help you set up billing, invoicing and billing integrations.
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16 articles in this collection
Written by
Kat McDevitt,
Rob,
and
Traffio
Bulk Invoicing
This article goes over how to create bulk invoices.
Written by
Traffio
Updated over a week ago
Creating an Invoice
This article goes over how to create an invoice from a billable booking.
Written by
Traffio
Updated over a week ago
Setting an Initial Timesheet Number
This article goes over where to find and set an Initial Timesheet Number.
Written by
Traffio
Updated over a week ago
Setting up invoice prefixes
guide to, setting up invoice prefixes
Written by
Kat McDevitt
Updated over a week ago
Setting an Initial Credit Note Number
This article goes over where to find and set an Initial Credit Note Number
Written by
Traffio
Updated over a week ago
Generating an invoice report
This article shows you how to generate invoice reports for your clients
Written by
Kat McDevitt
Updated over a week ago
Setting an Initial Invoice Number
This Article goes over where to find and enter an Initial Invoice Number.
Written by
Traffio
Updated over a week ago
Setting a cost centre to a depot
This articles shows you how to apply your cost centres to a depot
Written by
Kat McDevitt
Updated over a week ago
Credit Notes
This article introduces Traffio's Credit Note functionality.
R
Written by
Rob
Updated over a week ago
Rate Schedules
Creating item classifications
Create groups of resources into item classifications
Written by
Kat McDevitt
Updated over a week ago
Break Configuration
This article goes over setting your break configuration and what it means when invoicing.
Written by
Traffio
Updated over a week ago
Editing a rate schedule
This guide show you how to amend, edit and make a new revision of a rate schedule
Written by
Traffio
Updated over a week ago
Creating a rate schedule
This articles guides you through the steps to properly set up a rate schedule
Written by
Kat McDevitt
Updated over a week ago
Setting a rate schedule for a project
This article guides you through the process of setting an individual rate schedule for a project
Written by
Traffio
Updated over a week ago
Setting a rate schedule for a client
How to set a rate schedule for a specific client
Written by
Traffio
Updated over a week ago
Billing modes
This article goes into to detail about the different billing modes available when setting up complex rate schedules
Written by
Kat McDevitt
Updated over a week ago