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Billing for Closed Tickets - Connect IT Community | Kaseya
<main> <article class="userContent"> <h2 data-id="introduction"> Introduction </h2> <p>This guide shows you how to bill only for time logged against closed tickets. Manual and automated billing are covered.</p> <h3 data-id="manual-billing">Manual Billing </h3> <ol><li>Navigate to Finance > Billing review > <strong>Labour Hours</strong>.</li> <li>Filter based on Account, Tickets, Date, and Ticket status.<img src="https://us.v-cdn.net/6032361/uploads/migrated/JCA3EQ942JRD/mceclip0.png" alt="mceclip0.png" class="embedImage-img importedEmbed-img"></img></li> <li>Select the desired billable items and post them, by clicking <strong>Post</strong>.</li> <li>Navigate to <strong>Billing</strong>.</li> <li>Selected your posted items and click <strong>Generate Invoice</strong>. </li> <li>Navigate to <strong>Invoices</strong>.</li> <li>Check that the invoice contains the desired billable items.</li> <li>Repeat these steps for Expenses and Charges. </li> </ol><h3 data-id="automated-billing">Automated Billing</h3> <p>Use Billing Automation to bill all your closed ticket billable entries without manual intervention. </p> <ol><li>Navigate to Finance > Billing Automation.</li> <li>Click <strong>New</strong>.</li> <li>Enter a <strong>Name</strong>.</li> <li>Choose an <strong>Action Type</strong>. Billing consists of:<br><ul><li>Post - Corresponds to Billing Review > Post action.</li> <li>Post & Bill - Corresponds to Post, followed by Billing > Generate Invoice action.</li> <li>Generate Invoice - Post & Bill followed by attaching the Invoice PDF to the invoice.</li> </ul></li> <li>Select a <strong>Billing Type</strong>, which is the type of billable items to automate.</li> <li>For <strong>Ticket Status</strong>, select Completed. </li> <li>Set the <strong>Billable Items Date Range</strong>. See this <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Fkaseya%2Fhc%2Fen-gb%2Farticles%2F360004093277-Billing-Automation-Setting-Up-Billable-Items-Date-Range-and-Job-Schedule" rel="noopener nofollow">guide</a> for how.</li> <li>Set up a job schedule so the billing recurs at the specified interval. <img src="https://us.v-cdn.net/6032361/uploads/migrated/MKK5EX4ZGGXK/mceclip2.png" alt="mceclip2.png" class="embedImage-img importedEmbed-img"></img></li> </ol><p> </p> <p> </p> </article> </main>