Billing Types

The Billing Types page allows a system administrator to define how different types of costs are billed. By defining a billing type, you can specify whether labor, materials, and other types of charges are billed as actual costs, estimates, or are billed as no charge. It also allows you to define the markup percentage for each type of cost individually.

For example, your Standard billing might be for actual costs plus a 10% markup. However, your Inter-department billing might include no markup and no charge for labor.

Billing types are used on entities (crews, assets, spaces) when defining account parameters in the Accounts pane. Users must select an account group and a billing type as well as defining the billing account string.

To open the Billing Types page:

  1. Open the Administration Menu page.

  2. Under the NPFA ADMIN heading, click Billing Types.

ClosedAdd a Billing Type

To add a Billing Type:

  1. Click the Add Billing Type link.

    The Add Billing Type dialog box opens.

  2. In the Name field, enter a name for the billing type.

    This is the name that users will see.

  3. In the Default field, select Yes to make this the default billing type.

    The default billing type is used if no billing type is selected. Only one billing type can be designated as the default billing type.

  4. For each of the displayed cost types, select a Billing Code.

    • Actuals – bill the item as the actual cost
    • Estimates – bill the item as the delivered estimate, regardless if it is other than the actual cost
    • No Charge – do not charge for the item

    Other Costs are grouped at the bottom of the dialog box. You can specify different markup percentages for each type of other cost, but you must select one billing code for the entire group.

  5. For each of the displayed cost types, enter a Markup %.

    This is the percentage amount added to the cost being billed. For example, if an item cost $100, an 8% markup would modify the cost to $108. Markup percentages are rolled into the cost of the item on the Work Order Financial or Work Order Estimates page.

  6. Click ADD.

ClosedEdit a Billing Type

Editing a billing type allows you to change its name or default status. To edit a billing type:

  1. In the Billing Type field, select the billing type you want to edit.

  2. Click the Edit Billing Type link.

    The Edit a Billing Type dialog box opens.

  3. Modify any of the following values:

    • Name – the name of the billing type
    • Default – Yes indicates that this is the default billing type; only one billing type can be the default

  4. Click UPDATE.

ClosedEdit a Cost Type

Editing a cost type allows you to edit an individual cost item within the billing type. To edit a cost type:

  1. In the Billing Type field, select the billing type containing the cost type you want to edit.

  2. Click the Edit link to the right of the cost type.

    The Edit Cost Type Value dialog box opens.

  3. Modify any of the following values:

    • Billing Code – indicates whether costs will be billed as actual costs, estimated costs, or no charge
    • Markup % – the percentage by which costs will be marked up

  4. Click UPDATE.

ClosedDelete a Billing Type

Billing types can be deleted if they are no longer needed or were entered in error.

You cannot delete a billing type that has been used. Therefore, if any billable entity is using this billing type as part of an account setup, you cannot delete it.

To delete an existing Billing Type:

  1. Select a Billing Type.

  2. Select Edit Billing Type.

    The Edit Billing Type dialog box opens.

  3. Click the Delete link.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

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