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.

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