Billing Options

3 min read

Updated January 18, 2025

BillingPricingDepositsFees

Billing Options control how you charge customers and what billing features are available when creating jobs and quotes.

Enable Hourly Billing Option

This toggle enables manual entry of hourly rental items in jobs:

When Enabled:

Job creation includes an "Hourly Items" section

You can add one-off items with custom hourly rates

Useful for tables, chairs, or equipment without catalog entries

When Disabled:

Only cataloged products appear in job creation

Hourly billing section is hidden

Configuring Hourly Billing

Navigate to Settings → Company

Find the Billing Options card

Toggle Enable Hourly Billing Option on or off

Changes save automatically

Default Delivery Fee

Set a standard delivery fee that auto-populates on new jobs:

Click Edit on Company Information

Enter your default delivery fee amount

Save changes

This fee can be adjusted per-job but provides a consistent starting point.

Default Deposit Percentage

Configure the standard deposit percentage for quotes and jobs:

Click Edit on Company Information

Set the percentage (e.g., 25%)

This applies to new quotes/jobs by default

For Your Customers

For Your Technicians

For Your Business

Billing Options

For Your Customers

For Your Technicians

For Your Business

Billing Options

Enable Hourly Billing Option

Configuring Hourly Billing

Default Delivery Fee

Default Deposit Percentage

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Enable Hourly Billing Option

Configuring Hourly Billing

Default Delivery Fee

Default Deposit Percentage

Was this article helpful?

Related Articles