Invoicing
The Invoicing module allows you to record billable items and packages against client cases and calculate invoice totals based on the number of cases and samples.
How It Works
- Items are individual billable services, each with a fixed per-case price and a per-sample price. Browse the full catalogue on the Items page.
- Packages are named bundles of items that can be recorded together against a single case. View all available packages on the Packages page.
- Clients receive invoices. Each client accumulates invoice lines as items and packages are recorded against their cases. See the full client list on the Clients page.
- From a client's detail page you can add an individual item or a package to their invoice by supplying a case number and the number of samples. The invoice total is recalculated automatically.
Price Calculation
- Item line total = Per-Case Price + (Number of Samples × Per-Sample Price)
- Package line total = sum of the above calculation for every item in the package
- Grand total = sum of all item and package line totals