Customer Billing

If you do paid work for external customers, you can record what to charge them and show the total on the printed work-order report. Customer billing is a Business-plan feature.

Set your prices

1. On a part, set the Sale Price — what you charge the customer per unit. It is separate from the unit cost you pay your supplier.
2. On a work order, when you log time, set the Billing Rate — the hourly rate charged to the customer (separate from the internal hourly cost).
3. Optionally set a company-wide Default Billing Rate in Company Settings → Regional, so new time entries pre-fill it.

See the amount to charge

The work-order detail page shows a Customer Billing total (parts + labor). The printed report includes a Customer Billing section with the total to charge. It only appears when at least one sale price or billing rate is set.

Minimum visit fee

If you charge a minimum call-out fee for on-site visits, set Minimum Visit Fee in Company Settings → Regional. It is applied automatically to new work orders that have a customer: the fee covers the first included hour of labor, and additional hours are billed at the normal billing rate. You can adjust or remove the fee on each work order's Customer Billing card (needs the cost-edit permission), and it appears as its own line on the report. Set the included hours to 0 to charge the fee on top of all labor instead.

Who can see it

• Setting a part sale price needs the parts edit permission.
• Setting a labor billing rate needs the cost-edit permission.
• Seeing the billing totals needs the view-costs permission.

Finding a work order by customer

The work-order search box also matches the customer's name and reference, so you can type a customer to see every job on their equipment. Searching works on any plan, even where the Customer column itself is a Business feature.