Setting Up Charge-Based Billing
To set up Charge-Based Billing, first enable the feature at Setup > Company > Enable Features > Transactions under Billing. The Project Management and Advanced Billing features are required to enable Charge-Based Billing.
When you enable the feature:
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a new Charge-Based billing type is available on project records
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the Project Billings Report is available
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a Create Charges transaction is available at Transactions > Customers > Create Charges
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new tabs are added to the Financial subtab of the project record where you can set up charge rules, generate charges, and view charges that have been generated for a project
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a Rates subtab is added under the Human Resources subtab of employee and vendor records where you can set hourly rates for project resources
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a new expense item type is available at Lists > Accounting > Items > New
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an Expense Item field is added to expense category records to associate expense categories with items
You can set the default initial billing status for each charge rule type at Setup > Accounting > Accounting Preferences > Items/Transactions under Charge-Based Billing. For a charge to be billed, it must have the Ready stage.
To use expense-based charge rules, you must first create expense items and associate those items with expense categories. For more information, see Expense Items and Creating an Expense Category.