Billing types are system configurable types which you can define and TimeLive allow System Administrator to create own billing types. TimeLive provides few pre-defined billing types which can be renamed or edited according to organization needs.
System Administrator can set up billing types using Admin Options > Billing Types
There are two types of billing category which you can set up using billing type setup.
- Employee
- Hourly
- Monthly
- Project / Client
- Per Hour
- Fixed Bid
Adding New Billing Type:
- Login TimeLive with Admin Credentials.
- Navigate to Admin Options and scroll to Billing Setup.
- Click Billing Types icon.
- Click on the button +Add Billing Type at the top-right of the screen.
- In the Add Billing Type screen that appears:
- Enter the name of the Billing Type in the first field.
- Select billing category (select Employee if you are defining billing type of employee billing. Select Project/Client if you want to add billing type for the project).
- Click on Add Billing Type to add this to the system.
Editing Billing Type:
- Login TimeLive with Admin Credentials.
- Navigate to Admin Options and scroll to Billing Setup.
- Click Billing Types icon.
- In Billing type List, click on Options gear icon against the type which you want to edit and select Edit Billing Type.
- In the Edit Billing Type screen that appears:
- Update your required modification in Billing Type form.
- Click on Update Billing Type button to update this record.
Disabling Billing Type:
- Login TimeLive with Admin Credentials.
- Navigate to Admin Options and scroll to Billing Setup.
- Click Billing Types icon.
- In Billing type List, click on Options gear icon against the type which you want to disable and select Edit Billing Type.
- In the Edit Billing Type screen that appears:
- Click on the Disabled switch and change it to Yes.
- Click on Update Billing Type button to update this record.
Deleting billing type:
- Login TimeLive with Admin Credentials.
- Navigate to Admin Options and scroll to Billing Setup.
- Click Billing Types icon.
- In Billing type List, click on Options gear icon against the type which you want to delete.
- Click on Delete.
- Click on OK to confirm deletion on the dialog box.