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Set up billing/invoicing on the T1 Module

SOLVED•by Intuit•1•Updated 1 year ago
  1. Select Pricing from the Options drop-down menu in the top toolbar.
  2. Enter the charge amounts according to what is applicable, then select the Invoice type and Invoice by options.

T1PriceOptions_PRFILE_fr-CA_Ext_04112022.png

options pricing.png

  1. Open the Billing information form.
  2. Match the Invoice Type and Invoice by to the selections made on the Pricing module.

billing selections.png

If selecting Invoice by: Hour

  1. Scroll down and enter the hourly charge at the bottom of the Pricing Schedule window.

hourly rate options pricing.png

  1. Select Environment in the Options menu bar. Under the Edit tab, turn on Use Timer and click OK.

use timer.png

The timer will also show on the monitor view of the software.

timer.png

  1. Open Form Explorer.
  2. Open the Billing information form.
  3. Match the information to the Pricing Schedule window.

2022-03-30_17-22-53.png

  1. Hourly charges should now appear at the bottom of the Billing form.

hourly charges en.png

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