Billing Time directly to Customer (through activities?)

  • 17 November 2021
  • 2 replies

Userlevel 1

I am looking for a way to bill time directly to customers. I noticed when creating an Activity for a customer (work item, phone call, etc.), you can check the activity as “Billable”. How do you bill these activities to customers? 


I am guessing the activity checkbox (Billable) is only for reporting on the timecard. 

I am trying to avoid creating a project and invoice for a 15 minute consulting phone call. I’d love to way to track all billable work items for a customer and then bill them at the end of the month / quarter with all these work items. 





Best answer by mike.gillum 17 November 2021, 16:58

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Userlevel 5
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@paulgilfoy13, I believe you would need to add the activity as an item on the Details tab for the service order. From there you can Create an AP Bill. Paul Layton from our Presales Enablement team might have additional information for you. 


I’m sorry this addition is so late after Paul’s original query but I have a customer looking to do the same thing ie invoice small units of time directly to a customer. I have the time and activity entries processing correctly but am just looking to make the final connection from a released billable activity to a customer invoice. My customer is on Plus edition 2022.217, the don’t have projects or service orders.

Is this possible?

Expense claims are working correctly to reimburse the employee and invoice the customer as expected.

Kevin Hughes


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