Billing Add-Ons Configuration

Welcome to Citicon Payroll and Accounting Systems Configuration for Billing Add-Ons. This module is designed to configure and manage additional charges or billing items that may be applied on top of regular billing.

Key Purposes

1. Customizable Billing Components: Add configurable add-on charges such as delivery, installation, or other service-related fees.

2. Streamlined Billing Setup: Define codes, prices, and types to categorize and apply them efficiently in billing modules.

3. Detailed Record-Keeping: Include remarks and descriptions for clarity in financial statements and client communications.

4. Accurate Pricing: Assign specific prices to each add-on to ensure correct total billing amounts.

5. Flexible Categorization: Classify add-ons by type to support accurate reporting and usage tracking.

Billing Add-Ons Module User-Manual

This section provides details, and set-by-step instructions to access, view, and update the Billing Add-Ons data stored in the system.

Index Page

To access the Billing Add-Ons Configuration. Go to Setup, select Configuration Settings, select Finance & Accounting, then select Billing Add-Ons.

a. Adjust the paging, ordering, and sorting of the Billing Add-Ons Page here.
b. Select the respective button to either Import or Add data.
c. Search for specific record details using the search bar.
d. View or Edit a record by selecting the folder button.

Import Records

Select the Import button to import new records.
Select the Choose File button.
Select the Download Template button to view the required format for imported data, including the number of columns, and mandatory fields to be filled.
From your local storage, select the file you want to import, then select the Open button.
Select the Import button.

Add Records

Select the Add button to add a new record.
Input the necessary details for your new record.
All fields that has an asterisk (*) are required to be filled up.
Select the Save button to save your new record.

Show Records

Select the folder button to view a record. Here you can view more specific details on the record that you selected.

Update Records

Select the folder button of the record which you want to edit.
Select the Edit button to update the details of the record.
Select a detail section which you want to edit, and enter the necessary changes.
All fields with an asterisk (*) are required to be filled up.
Select the Update button to save the changes you have made.

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