Summary

Professional reports may be

Paid in advance of starting the report
Paid before customer can receive the report
Paid (by key accounts) monthly invoice for all reports completed

Projects of multiple reports can be

Invoiced in advance - selecting the reports to invoice
Invoiced in arrears individually as reports are completed
Invoiced in arrears - all completed reports associated with the project

Contractors (Professionals that complete the reports for the business) are paid after RCTI created. The RCTI includes all identified fees, travel, accommodation etc

Once a report is flagged as Ready to RCTI
Can over-ride and pay reports not yet flagged as ready to RCTI
Can add a bonus amount in addition to the RCTI calculation.

Key Account Customer Invoicing

Key accounts are flagged on the Debtor - these accounts do not get invoiced per report - they are invoiced on a frequency (say monthly) for all reports ready to invoice

Creating Inspectors RCTI's

View the inspections in the list. Tick "Show not ready for RCTI" to check if any should be pushed throught now.

Can add a manual bonus line to the RCTI with a description - then create RCTI

Access Problem - Creating Inspectors RCTI's for call out

Select the status option - Site access or similar problem - add callout fee

Callout fee is added for the client

Additional fees can be optionally added for the inspector

Can also add Addition Charges to the RCTI for the Inspector

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