Billing
Guides to help you set up billing & invoicing
By Traffio1 author18 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
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
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