If any of your resources have a price per booking, it’s necessary to create Billing accounts in the solution. All users must have at least 1 billing account to choose from, to complete a booking.
These billing accounts must be similar to the information used for invoicing.
Follow these steps to create a new billing account:
Name: Enter the name of the billing account. This is the name the users see when choosing a billing account.
Accounting code: If further information is needed for invoicing, it can be entered here. This will not be visible or editable for users but can be included in the data export.
Specifications
Regular expression:
If users need to enter information in relation to a billing account, you can specify a fixed format for data here. Planner can’t check if the data is correct or not, but it will check the format.
Billing note required:
This can be activated if the users must enter data related to the billing account. Often used to enter project id or VAT no.
Note tooltip:
If the billing note is required, this will allow you to enter a short text to describe what data the user must enter, e.g. ”Enter VAT no.”
Default:
Only relevant if importing future bookings in the implementation process.
Department Billing - Managing billing accounts
Department visibility: Determine which departments each billing account will be visible for.
Save: Click save after entering all information to make the new billing account visible in the list of billing accounts.
Generic options: Beneath the list of billing accounts, find several generic options that apply to all billing accounts.
Payment note: A note must be entered for all orders with a cost associated to it.
Enable favorite billing accounts and search: It shows users the last “X” billing accounts used and allows users to search for a billing account, making it easy and quick to choose a billing account.
Export Billing Accounts
If you want to get an overview of all the created billing accounts, you can:
Export the list in CSV format
Open the file in Excel
Click on Download as CSV and the file can be opened in Excel.
