Unbilled Amounts
What are Unbilled Amounts?
Unbilled Amounts is a feature that helps ensure jobs are fully billed. It adds fields to the Case record to report on transactions that have not yet been billed. This lets you conveniently monitor the exact dollar amount that is outstanding for each Case and follow up on invoicing.
Unbilled Time
This field contains the unbilled total amount for Time records that are Billable, approved by a supervisor, and associated to the Case or one of its Tasks. The amount for each Time record is the Rate times the Duration.
Unbilled Expenses
This field contains the unbilled total from Expense Report record lines that are billable and associated to the Case.
Unbilled Sales Orders
This field contains the unbilled total of Sales Order record lines that are billable and associated to the Case. This does not include Billable Consumable records not yet added to a Sales Order.
Unbilled Total
This field contains the unbilled amounts from Time, Expenses, and Sales Orders fields.
Update Unbilled
This Update Unbilled box requests an update to the Unbilled Amount fields of the current Case. This box is checked automatically when you create, update or delete a dependent Time, Expense Report, Sales Order, or Invoice record.
When you submit a Case with this box checked, FSM schedules the NextService Scheduled : Unbilled Amounts Scheduled Script with script deployment id customdeploy_nx_unbilled. After the Scheduled Script has finished processing and updated the fields successfully, the box is unchecked.