Recurring amounts for cost estimates
- Open an existing job and browse an existing cost estimate or create a new one
- Open the cost estimate and click ‘Edit’ at the bottom of the page
- Towards the bottom of the page, choose a date from “Billing date“ to define when a specific part of the overall amount should be billed
- In the column “Percent“ define how much of the overall amount should be billed (e.g. “50%“) on this date
- Depending on the previously entered percentage, repeat the last two steps by clicking the ‘plus’ icon until a billing rate of 100% has been achieved (i.e. billing the entire sum will be split up in these partial sums)
- Click ‘Save’, then click ‘Finalized+PDF’ and ‘Approve’ the estimate
- Go to “Finances“ > “Billing list“ and choose the previously defined “Billing date“ from the drop- down
=> The recurring cost estimate for this job is displayed in the table as part of the overall amount in the column ‘Recurring’
Other recurring positions
- Browse an existing job
- Scroll down and click the link “Recurring positions“
=> The tab “Recurring positions“ is displayed
- Click the green ‘plus’ icon to add a new positions
- Select a date from “First execution“ to define when the amount should be billed for the first time
- At “Interval“, choose the level of frequency for the amount to be billed (e.g. monthly)
- Choose a “Cost type“ from the drop-down
- Enter the “Amount“
- Go to “Finances“ > “Billing list“ and choose the previously defined date from the drop-down
=> The recurring position for this job is displayed in the table as part of the overall amount in the column ‘Recurring’