Results for “charges”

Reference

Contract charges and rates

billing/reference/contract-charges-and-rates.md

# Contract charges and rates A contract's charges are what it bills. They are held on the **Charges** tab of the contract, in the order they appear on the invoice. ## Charge struct…

Overview

About Billing

billing/overview.md

… in the same order every month. 1. A **contract** holds the agreement: which assets, what charges, what rates, how often, for how long. 2. Its **assets and meters** record what is …

Overview

About Service

service/overview.md

…ed `-1`, `-2` and so on. Almost everything real — the assignee, the parts, the asset, the charges — hangs off the activity, not the job. A **service agent** is the business unit re…

Reference

Billing period, transaction and invoice statuses

billing/reference/billing-period-and-transaction-statuses.md

…t. | | Due On | The date the period falls due. | | Base Period | The date range the fixed charges cover. | | Usage Period | The date range the metered charges cover. | | Recon Peri…

Reference

Contract statuses and actions

billing/reference/contract-lifecycle.md

…ling periods have been generated. The contract itself is no longer editable, although its charges, assets and rates can still be changed. | | **Ongoing** | The contract has passed …

Tutorial

Follow one contract through a month

billing/tutorials/follow-one-contract-through-a-month.md

…statuses and actions]] lists every status and what can be done from it. ## 3. See what it charges Open the **Charges** tab. Each block is one charge. A charge marked *Item fixed* b…

Explanation

How contract billing works

billing/explanation/how-contract-billing-works.md

…ate ranges side by side, and they do not match. The **base period** is the span the fixed charges cover. It normally runs *forward*: a period due at the end of April covers the ren…

Reference

Job Activities And Required Items

service/reference/job-activities-and-required-items.md

…*View* link that expands that side of the line. > [!IMPORTANT] > Parts, engineer time and charges belong to the **activity**, not the job. Job > totals are the sum of its activitie…

Overview

Overview

overview.md

…monthly rhythm: contracts generate billing periods, device meters are read, each period's charges are calculated into a transaction, staff review and release those transactions, an…

Reference

Reconciliation settings

billing/reference/reconciliation-settings.md

…unning totals are shown on the charge, not the contract. See [[billing/reference/contract-charges-and-rates|Contract charges and rates]] for the meaning of each figure in the charg…

Reference

Service Invoices

service/reference/service-invoices.md

…ny point before Completed. | State | What it means | |---|---| | Draft | Newly generated. Charges can be reviewed and adjusted | | Approved | The final PDF is generated and the **D…