Billing Groups
OBJECTIVE
The Billing Groups option is used to configure specific selling prices and rates by Trade code or employment category, bonus code or equipment. These rates and prices are displayed by default when cost plus invoicing is used, however only if this group is selected.
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A billing group lets you define rates and mark up rates by grouping them and making it possible to reuse them multiple times for multiple contracts. This approach makes it simple to change billing rates for multiple contracts by changing the grouped setting. This function is usually used to define billing rates for a specific customer. All contracts for this customer use the same grouped setting. By default, the system displays all trades, categories, bonuses and equipment available. |
PREREQUISITEs
steps
| maestro* > Invoicing > Maintenance > Cost Plus > Billing Groups |
Change a selling price
- Enter a Code and Description to identify the billing group.
- Select a Rate Type, either Trade Code or Work Category.
- Depending on the selected rate type, click the Trade Rate or Rate by Work Category tab and click in the Regular, Overtime and/or Double field to enter the new rate.
- Click the Selling Price by Bonus Code and Selling Price by Equipment tabs and click in the Selling Price field to enter the new price.
The price displayed in the Default Selling Price column in the Selling Price by Bonus Code tab is the price defined in the Define Selling Rates for Bonuses option.
You can enter a comment related to this billing group in the Comment tab.
- Click Save.
See also