Billing Settings

In the Billing Settings, you can control cost/price schedules Cost/Price Schedules associate country and currency information to things such as Part prices, Service Contracts, and Price Books. At least one active Price Schedule must be setup for billing., GL accounts GL Accounts are necessary for setting up Inventory Locations and uninstalling Site Assets. To set up Inventory Locations, there must be at least one GL Account with the Expense GL Account Type. To uninstall Site Assets, there must be at least one GL Account with the Capital GL Account Type named “Part Used Variance”., minimum billing 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., price books Price books are used to set labor rates for Standard, Overtime, and Holiday charges, Travel charges, Expense and Part markups, Minimum Billings, and Tax rates., service items Service Items are tasks assigned to Service Offerings that must be completed when a Case is entitled by that Service Offering., service levels Service Levels are metrics associated to Service Offerings defining specific time limits that must be met for the services being provided.
and service offerings Service Offerings are used to entitle Cases for billing and include information pertaining to the rates that should be applied, services that should be rendered, and deadlines that must be met..