The amount that a booking will be charged is calculated using the bookings length and the contract assigned. It is possible to adjust the billing options for a booking once it has created if you need to amend the amount, or change contracts.
To amend these, double click on the booking from either the roster or agenda screens before clicking the ⋮ to the right of the client's name.
Billing options
Select change billing options to adjust these settings. The options available are:
Service contract - Select the service contract you wish to use
Fixed rates - If the contract has fixed rates you can select which one to use
Billable - Select if the booking should be billable
Use default for booking type - The booking type determines whether the booking should be charged
Billable - The booking will be charged
Non-Billable - The booking will not be charged
Discount (%) - Optionally apply a discount to this booking
Billing adjustments
The billing adjustments allows you to create a transaction (credit or debit note) that will be linked to the booking.
⚠️ Where the transaction is linked to the booking, you are unable to change which buyer will be charged. It must use the same buyer that will be charged for the booking. If it should be charged to a different buyer, you can create them from the financial tab within the client's record.
Video Walkthrough