Enabling Self-Billing

Enabling the Self-Billing feature:

User permissions required: Owner or Process Administrator

1. Go to Administration > Default Settings > Edit
2. Scroll down to Self-Billing Settings
3. Tick the box next to Apply Self-Billing
4. From the drop-down, select how you would like your users to bill invoiced items.
5. Click Add Users - this will populate a list of users from the User Management module and will show users which are NOT already assigned to the self-billing feature. Select the users by searching and using the '+' icon next to their name. Alternatively, click Add All Users to add all.
6. Click Update

Please note, there are 4 options for self-billing. 

• After Customer Approval – An item must be invoiced to the billable customer and authorised before the user can generate the self-billing invoice
• After Internal Authorisation – An item must be authorised by a Manager/Process Administrator/Owner before the user can generate the self-billing invoice
• After Invoice Payment – An item must be fully authorised and set as Paid by the billable customer before a user can generate the self-billing invoice
• After Submitting a New Item – An item must be entered by the User in the Manage Time or Manage Expenses module before the user can generate the self-billing invoice

Viewing a Self-Billing user:

You will see the user you have added to self-billing below the self-billing settings.

Use the search box to instantly search for users in this list. Each page will show up to 10 users.