4. Invoicing custom line items within the rebilling system

1. Custom Line-Items

Within the Rebilling system you can add custom line-items to your customers. There are two types of line-items that can be added

Once Off - items that are only billed once and added to the customers next invoice.

Recurring - items that bill every month automatically such as subscriptions.

Once Off

To create a Once Off item begin by clicking on the “Create Once Off” button.

Once you have added a Description and the value (ex GST) click on save to finish creating the line item.

The newly added line item will appear in the list with two actions available.

  1. Edit Once off Item

  2. Remove Once Off Item

Clicking on Edit will allow you to update the description and value. Clicking on Remove will remove it from being added to the next invoice.

Once you have clicked on “Remove Once Off Item” it will still be in the list but it’s status will be “Disabled”. This will also occur once the Once Off Item has been added to an invoice.

Recurring

To create a Recurring item begin by clicking on the “Create Recurring” button.

Once you have added a Description and the value (ex GST) click on save to finish creating the line item.

The newly added line item will appear in the list with two actions available.

  • Edit Recurring Item

  • Remove Recurring Item

Clicking on Edit will allow you to update the description and value. Clicking on Remove will remove it from being added to the next invoice.

Once you have removed a Recurring item you are able to enable it again by clicking on the plus symbol. Once queued the item will be added to every invoice while enabled.