Billing
Guides to help you set up billing & invoicing
By Traffio1 author20 articles
- Setting Up Invoice Cost CentreHow to set up your invoice cost centre and link resources
- Invoice SetupThis article goes oversetting job docket, invoice, job & credit note numbers and invoice prefixes
- Creating An InvoiceHow to create an invoice from a billable booking
- Bulk InvoicingThis article goes over how to create bulk invoices
- Merging InvoicesThis article goes over how to merge multiple invoices together to send to a singular client
- Setting Cost Centre To A DepotThis articles shows you how to apply your cost centres to a depot
- Credit NotesIntroducing Traffio credit note functionality
- Generating Invoice ReportHow to generate invoice reports for your clients
- Billing AllowancesExplaining Billing Allowances and how to use them
- Create a QuoteThis guide outlines the process of generating a quote from a booking
- Fuel LevyThis article details how to use our billing allowance function for fuel levy
- Creating Resources and Item ClassificationsCreate groups of resources into item classifications
- Creating a Rate ScheduleThis articles guides you through the steps to properly set up a rate schedule
- Rate Schedule RevisionsThis articles guides you through the steps to properly set up a rate schedule revision
- Editing a Rate ScheduleThis guide show you how to amend, edit and make a new revision of a rate schedule
- Billing ModesDetails about the different billing modes available when setting up rate schedules
- Break ConfigurationSetting your break configuration and what this means when invoicing
- Setting Rate Schedule For Project or ClientThis article guides you through setting an individual rate schedule for a project or client
- Overriding Rate Schedule Item NameThis article shows you change the name of a resource in your rate schedule
- Travel Time within Rate SchedulesThis article will help you understand and set up travel allowance in your rates schedule