Minimum Billing Settings

Minimum Billing is one of the Billing setup options where you create minimum billing rule. Minimum Billings can be attached to Price Books in order to apply a minimum charge to a job regardless of the time actually spent working.

Steps:

1. To navigate to Minimum Billing-Settings, on the left pane menu, click Settings and then under Billing Settings, click Minimum Billing.

2. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

3. To filter the search results, in the search bar, type the keyword and then click Search button.

4. To clear the filter results/search results, beside Search field, click Clear button.

5. To create a new filter:

1. In the Search bar, type the keyword to display search results in the listing grid.

2. Click Filter button and then in the dropdown menu, Click New Filter button.

3. In the text field, enter the filter name and then click Save Filter.

6. To delete existing filter:

1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

2. Click Delete Filter button.

7. To create a new Minimum Billing Rule:

1. On the toolbar, click Add New button.

2. In the snippet, and in the Name* field, enter the name for minimum billing.

3. Under Minimum Charge Type select Minutes if you want to create minimum billing rule based on time or select Currency if you want to create minimum billing based on currency.

4. In the Total minimum billing must be greater than field, enter the amount so that the minimum billing can be applied only when the billing amount is greater than the specified amount.

5. From the Determine minimum billing based upon dropdown list, select case or work order so that the minimum billing rule can be calculated based on the billable activities defined at case or work order level respectively.

6. From the Invoice report format dropdown list, select the desired format so that the report will be generated as per the selected format.

7. From the When adding minimum billing based upon dropdown list, select the desired rate option so that when minimum billing is applied, the respective rate value will be applied.

8. From the Round up rolled up values to the nearest dropdown list, select the desired time in minutes so that when minimum billing is applied, the time will be rolled up to the nearest specified minutes.

9. From the Mobile Invoice report format dropdown list, select the desired format so that the report in mobile will be generated as per the selected format.

10. Under Minimum Billing Based On: section

1. Select Support Program Coverage so that the Standard Time, Over Time and Holiday Time will be applied based on the respective values defined in the support program.

2. Select Custom Settings if you want to enable desired Standard Time, Over Time and Holiday Time timings at admin, work and travel level based on your requirement.

11. Click Save.

To edit an existing Minimum Billing Rule:

1. From the Minimum Billing-listing grid, select the desired Minimum Billing rule that you want to edit and then, on the toolbar, click Edit.

2. In the Minimum Billing snippet, edit the desired details and then click Save.

To delete an existing Minimum Billing Rule:

1. From the Minimum Billing-listing grid, select the desired Minimum Billing rule that you want to delete and then, on the toolbar, click Delete