Client Billing Requirements

Billing Requirements are parameters set forth by business owners to make sure the invoices being submitted make sense in the context of their needs. Fexa is designed to insure unmet billing requirements prevent invoices from being submitted until billing these requirements are met.

Client Billing Requirements can be found in the navigational menu under Administration > Requirements and then Client Billing Requirements.

To Add Client Billing Requirements

1. Navigate to Administration -> Billing Requirements -> Client Billing Requirements
2. If any Billing Requirements currently exist, they will be shown on this screen
3. From this screen, clicking the blue "Plus" sign will allow users to add a Billing Requirement.
4. Enter a name, description, and whether the Billing Requirement is active, and click "Save".
5. Once the Billing Requirement exists, the menu on the right will allow users to enter and manage definitions on the Billing Requirement. (This is done by the Fexa Team, as this can require code and other specifics on the backend).

To Edit Client Billing Requirements

1. Navigate to Administration -> Billing Requirements -> Client Billing Requirements
2. Click the hamburger icon to the right of a Billing Requirement, and click Manage Definitions.
3. Double click the definition y ou want to edit, or click the blue "plus" sign in the top right to add a definition. (This is done by the Fexa Team, as this can require code and other specifics on the backend).
4. Once done editing/creating the definition, click "Submit" and then click "Done". (This is done by the Fexa Team, as this can require code and other specifics on the backend).
5. To edit a Billing Requirement's name and description, double click the Billing Requirement, and it will bring up a screen similar to the definition editing screen.