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 ensure unmet billing requirements prevent invoices from being submitted until billing these requirements are met.
Vendor Billing Requirements can be found in the navigational menu under Administration > Requirements and then Vendor Billing Requirements.
To Add Vendor Billing Requirements
1. Navigate to Administration -> Billing Requirements -> Vendor Billing Requirement
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. Please reach out to help@fexa.io with the requirements you need added for the new requirement).
To Edit Vendor Billing Requirements
1. Navigate to Administration -> Billing Requirements -> Vendor Billing Requirements
2. Click the hamburger icon to the right of a Billing Requirement, and click Manage Definitions.
3. Double-click the definition you 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. Please reach out to help@fexa.io with the requirements you need added for the new requirement).
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. Please reach out to help@fexa.io with the requirements you need added for the new requirement).
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.
To View Billing Requirements on an Invoice
- Open an Invoice
- If Billing Requirements are unmet, a message will display this a message at the top in red text and next to the "Billing Requirement" field you will see 'No'.
- Between the "Invoice Number" and "Billing Requirement" fields, a blue information button will display. Click it.