Records of (unbilled) internal services during providing the charged services
Internal services which can’t be charged, but they are important for statistics, reports and rating of operators can be recorded in CDESK by two basic methods. Except of these two methods, there are other options available to hide the entered fulfillments within the contractual Billing items – these options can be found during the editing of contractual Billing items in Billing.
Method 1: via the Billing items with “Ignored when creating a new invoice” attribute
During creating of non-contractual Billing item, there is “Ignore this Billing item when creating a new invoice” option. Marking it, the fulfillments added into this Billing item will not be shown on invoice.
Method 2: dividing of fulfillments to “Invoicing” and “Internal”
In case your company – service provider separates between real worked time and invoiced time, for example because of real fulfillments evidence which you don’t want to show to your customer. Via the maintainer’s account in Admin zone -> Users -> Global settings -> tab Fulfillments , enable an option “Distinguish real worked and invoiced time in fulfillments”.
There are two types of fulfillments – “Invoicing” and “Internal” fulfillments
In case of Invoicing fulfillment, operator records the services and selects the relevant Billing order and Billing item. This means that everything recorded is invoiced by a Billing item.
For creating of Internal fulfillment, the Invoicing fulfillment needs to be created first – if this Invoicing fulfillment is created for purpose of making the Internal fulfillment accessible, leave it empty for now. Once the Invoicing fulfillment is created, the button “Add internal fulfillment” will appear. Clicking on it you can create an internal fulfillment. Operator adds all services into this internal fulfillment and before closing the request, responsible operator will fill the Invoicing fulfillment based on the internal fulfillments. He will invoice this Invoicing fulfillment and finishes the request.
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