Set up Billing Items

Set up Billing Items

Summary: Create short, clear billing item names used on invoices.

Quick answer

Keep the list short and straightforward so items are easy to select and read on invoices.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Go to **Maintain ▸ Billing ▸ Billing Items**.
    media/billing-items-manage-01.png

    [Insert screenshot for Step 1]

  2. Click **New** to add a billing item (title only).
    media/billing-items-manage-02.png

    [Insert screenshot for Step 2]

  3. To revise wording, select the item and click **Edit**.
    media/billing-items-manage-03.png

    [Insert screenshot for Step 3]

Confirm it worked

New items appear in billing rate setup and on rating dialogs.

Troubleshooting

If an item is missing during rating, confirm it exists here and that your rate table includes it.

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