Billing Methods allows you to put a billing rate or a fixed fee on your working time.
BeeBole provide various billing methods to match the way you bill your clients.
You can use Billing Methods on:
To Set a Billing Rate or a Fixed Fee
Go to the client, project or person page. (See How to navigate in BeeBole if you do not know how)
Look for the Billing Methods module in the screen, which should be there by default in most cases.
If not, click the top-right menu "Customize", locate the module "Billing Methods" in the catalog
And drag it to your screen.
When not configured, the Billing Methods module will look like this
Pick one of the options according to your need.
The default currency is coming from the localization settings of your organisation.
Set an amount and a currency.
Tasks are defined by administrators via Tasks and Specific Tasks.
You can set a billing rate per person for a project, only if you declare them as Exclusive Members.
If you want to set a different billing rate for each subproject.
Note that this option is only available when the module is used on a project.
You can also set a billing rate directly on the subproject page.
You can set up a fixed fee on a projet, a sub-project or a customer.
The billing rate will be automatically recalculated each time hours are added to the project.
For example, if a project has a fixed fee of 5.000 USD, the total billing for the project will always appear as 5.000 USD
if you look at reports including all hours recorded on the project.
The first 10 hours recorded on the project will have a rate of 500 USD per hour.
If you record 20 hours on project, the billing rate will then be adjusted to 250 USD, and so on.
With 20 hours recorded in total on the project (for example 5 hours in Octobre and 15 hours in Novembre), running a report on Octobre will give you a billing rate of 250 USD and a billing of 1.250 USD for the project ( 5 * 250 ).
The difference between the blank value and Non-Billable is as follow.
Blank: there is no billing defined here, but a billing method can come from a higher level.
For example, hours recorded on a project might still be billed at a certain rate defined at the company/client level.
Non-Billable: will force the non billing.
For example, the project you look at will be non-billable, even if you have defined a rate at the company/client level.
When an employee records hours, we will look at:
When you define a new billing rate or update an existing one, the change will only be applied to hours that will be recorded after the change.
However, the system will offer you to apply the change to existing records.
You can decide to apply the new billing rate to a date range of your choice or too all records made on that client/project/person.
As soon as hours will be recorded on the project, sub-project or company, the option to re-apply the existing rates/fixed fee will always appear.
An option to apply a new billing rates to existing records can also be found in the Approval module.
Just select the records you want to apply the new rates to and click the "Update rates & costs" button.