How to Setup Billing Entity Services

Billing Entity Services is the services that you are offering through the billing entity – who is invoicing and collecting payments from clients. Depending on your business model, there may be more than one Billing Entity Services. This article explains how to add or edit Billing Entity Services and where it is used.

Click Setup Icon on the right side of the screen and FInd “Billing Entities” under FINANCE. Click Billing Entities.

The address bar link is : /?applications

  Profile Fortix - Google Chrome

Click the drop-down arrow in Action Tab and select Add New Services to Add another service to the Billing Entity.

Applications - Profile Fortix - Google Chrome

Complete the ADD NEW SERVICE form with the relevant data of your service. Note the Code field is used to match the service against Xero

Services - Profile Fortix - Google Chrome

Click SAVE to commit the changes to the system.

Services - Profile Fortix - Google Chrome

When viewing the Action drop-down arrow the number in brackets next to the Add New Service has increased.

Applications - Profile Fortix - Google Chrome

Click on the underlined Billing Entity to see all the SERVICES attached to this entity. Scroll down to see the SERVICES component. You are able to add new services, delete or edit any of these records.

Applications - Profile Fortix - Google Chrome

Applications - Profile Fortix - Google Chrome

 If you have questions regarding this feature, drop us a line on support@fortix.systems.You can access more helpful articles here.