Billing Levels

JobOrder allows you to set up multiple Billing for Activities or Inventory Items that are billing at different rates for different types of Clients. For example, you can set up separate Billing Levels for Wholesale versus Retail, or Government versus Commercial, or Pro Bono versus Regular. You can have up to 9 Billing Levels.

Generally, a default Billing Level is copied into a Job or Estimate from a pre-existing Job, Estimate, or Template, and can then be changed.

The Billing Level in the Client record is a default Billing Level, to be used when a new Job or Estimate is prepared for that client.

Unlike Jobs and Estimates, Templates are not linked to specific clients, so Billing Levels in Templates are used only for specialized functions, not for the normal flow of information.

In Proposals, the initial Billing Level is copied from the Client, and can then be changed. In Estimates, the initial Billing Level is copied from the parent Proposal, and can also be changed.

When you copy a Template to an Estimate, the Estimate already has an initial Billing Level taken from the parent Proposal and is not affected by the Billing Level in the Template.

In Jobs, the initial Billing Level is copied from the Client, and can then be changed. When you copy a Template to a Job, the Job already has an initial Billing Level taken from the Client's Billing Level and is not affected by the Billing Level of the Template.

However, when you approve an Estimate to create a Job, the Billing Level of the Job is taken from the Estimate, overriding the client's Billing Level.