Billing

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Using Billing features SiT can keep track of the number of hours worked on Activities related to incidents and produce reports showing totals.

Contents

[edit] Contract Requirements

In order use the Billing features, a contract must be created with Service records and a with a service level that is marked 'Timed'.

[edit] Service

Contracts are given service records which define a service period (a start and end date), the method of billing (per unit or per incident), a credit amount and a rate. Service records can also be marked 'Free of Charge' which means that the credit amount is provided to the customer gratis (i.e. a Freebie).

[edit] Service Levels

A contract that is to track billing amounts must be linked to a service level that is marked 'Timed'.

[edit] Activities

This is a draft article (or section) and is a work-in-progress.
Please help us and our readers by clicking the edit link above and expanding/improving this text.
Activities are timed tasks, which are useful for when the support is chargeable based on time spent on the incident.

[edit] Reporting

Go to Customers | Maintenance | Billing

[edit] Show Free of Charge as Zero

This means that any credits marked as "Free of Charge" will be shown with zero monetary amounts in every column of the report.

[edit] Unapprovable

Unapprovable means that the unit rate could not be determined, and the most likely cause is that there is no service associated with the contract in use.

[edit] Billing matrix

The time billed is adjusted according to the time of day and out of hours activity is billed at a higher price. The following table lists the multiplier that is used for each hour of the day for each day of the week.

Billing matrix
Hour Monday Tuesday Wednesday Thursday Friday Saturday Sunday Public Holiday
00:00h-07:59h 2x 2x 2x 2x 2x 2x 2x 2x
08:00h-17:59h 1x 1x 1x 1x 1x 1.5x 1.5x 2x
18:00h-21:59h 1.5x 1.5x 1.5x 1.5x 1.5x 2x 2x 2x
22:00h-23:59h 2x 2x 2x 2x 2x 2x 2x 2x

As of SiT! v3.60 this table cannot be changed without resorting to editing the raw database, but a future version of SiT! may allow changes to the billing matrix.

A feature request has been accepted that affects this functionality: Interface to edit/add billing matrix

[edit] See Also

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