Invoicing an Associated Item
Before you begin
Procedure
-
Create the invoice as normal. When adding
service items, add the Associated Item last. Upon adding the Associated Item to your
invoice, the Associated Item window appears.
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Within the
section, indicate whether you want to charge either:
- A Percentage of Fees, or
- A Fixed Fee If you elect to charge a Fixed Fee, select the Fixed Fee option, enter the value of the fixed fee, and then click OK. to confirm and return to the invoice window. However, if you elect to charge a Percentage of Fees, select the Percentage of Fees option, after which you must also indicate either (or both) of the following;
- Via the Invoiced Items section, select the invoiced items you want to base your percentage calculation on.
- Via the Non Invoiced Items section, insert any Service Items you want to base your percentage calculation on.
- Within the Percentage Rate text box, enter the percentage you want to charge. This field accepts numerical values, and it is not necessary to include the % symbol.
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Click OK. to confirm your selections. You are returned to the New Invoice window, where your Associated Service Item now appears.
Creating Invoices