Overview
Charge Cycles are for customers who are not charged in line with a standard pay cycle or timesheet period, or who have a different arrangement (eg a customer with a monthly charge cycle who pays their employees on a weekly basis).
Add a Charge Cycle
To add a charge cycle:
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Go to Config > Invoicing > Charge Cycles > Create New Charge Cycle.
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Enter a unique Name for the charge cycle.
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Set the Charge Cycle frequency. Enter the number of units and the period (Day, Week or Month) from the drop-down list.
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Enter a Start Date for the charge cycle to commence.
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Set the Charge Period and the Invoice On Date (the number of days before or after the charge period ends that invoiceable items related to the invoice will appear for invoicing).
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Select the Timesheet Placement Setting as Start Date, Finish Date, or Split Timesheet (if this option is configured). The Timesheet Placement setting is used to determine which charge period timesheet data is attributed to in cases where a timesheet falls across multiple charge periods (eg calendar month charge period)
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Tick the Default Charge Cycle checkbox if this is going to be the default charge cycle for the portal.
- Click Save.
Edit a Charge Cycle
To edit a charge cycle:
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Go to Config > Invoicing > Charge Cycles.
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Click on the Name of the charge cycle.
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Edit the fields as required.
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Click Save.
Delete a Charge Cycle
To delete a charge cycle:
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Go to Config > Invoicing > Charge Cycles.
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Click the checkbox to the left of the charge cycle Name.
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Click Delete.
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