Line Item Billing offers you the flexibility to assign specific costs/supplies within a task to different parties. For instance, if a task involves both the purchase of a new fridge and labor costs, the property manager can easily bill the property owner for the fridge and the property management company for the labor. This feature empowers administrators to assign individual line items to multiple recipients, streamlining the billing process and ensuring accurate charges for each party involved.
On an individual task, you can set a different billing recipient for both costs and supplies. When you navigate to the Task, then Cost tab, Cost and Supplies can be added with the billing recipient at each line item level.
Task Level Billing Vs Line Item Billing
When you select a Bill To recipient at the task level and add a new cost/supply, the same Bill to recipient will be applied to any new cost/supply line item.
If you select a different Bill To recipient at the cost/supply line item level, the task level Bill To recipient will be set to Multiple.
If you change the task level Bill To recipient from Multiple to a specific value, a prompt will appear to notify you that this will apply the new selection across all costs/supplies on the task. When confirmed, the Bill To recipient for all existing line items will be updated.
If no Bill To recipient is initially selected and you select a Bill To recipient at the line item level, the task level Bill To recipient will be set to the matching value. This choice will be applied to any new cost/supplies added to the task.
When the task level Bill To recipient is set to Multiple and a new cost/supply line item is added, the Bill To recipient for that line item will remain unselected.
Reports
Supplies Report
Within the Supplies report, if one task contains multiple billing recipients, each supply line item will be listed with the corresponding “bill to” value.
Task Summary Report
Within the Task Summary report, the Bill to column will contain Multiple if a task has multiple billing recipients.
Itemized Cost Report
Within the Itemized Cost report, if one task contains multiple billing recipients, each cost will be listed with the cost Bill to value.
Custom Report
Within a Custom report, the Bill to column will contain “Multiple” if a task has multiple billing recipients
Template Modifiers
Within individual properties, template modifiers can be used to override cost and supplies at a specified property when a specific template is used. For example, one property may have a unique salt water pool that uses specialized chemicals with a different cost than normal pool chemicals.
For this example, the cost of labor is billed internally, but the specific chemicals used will be billed to the owner. This allows for multiple line items to be billed to different people for a specific property when the correct template is used.
Mobile App
Within the mobile app, Administrators and Supervisors have the ability to update separate Bill To recipients when accessing a task through the Dashboard view.
When adding a cost or supply, select the Bill To recipient. When different recipients have been selected (ex: Guest and Damage), the task selection will display as Multiple.
