Unbilled Amounts
What are Unbilled Amounts?
Unbilled Amounts is a feature that helps ensure jobs are completely billed. It adds fields to the Case record to report on transactions that have not yet been billed. This lets users easily monitor the exact dollar amount that is outstanding for each Case to action invoicing.
Unbilled Time
This field contains the unbilled sum of Time records that are Billable, have Supervisor Approval, and are associated to the Case or one of its Tasks. The amount for each Time record is determined by the Rate multiplied by the Duration.
Unbilled Expenses
This field contains the unbilled sum of Expense Report record lines that are Billable where the Case body field is associated to the Case.
Unbilled Sales Orders
This field contains the unbilled sum of Sales Order record lines that are Billable where the Case body field is associated to the Case. This does not included Billable Consumable records that have not yet been added to a Sales Order.
Unbilled Total
This field contains the unbilled sum of the Time, Expenses, and Sales Orders fields.
Update Unbilled
This checkbox requests an update to the Unbilled Amount fields of the current Case. This checkbox is automatically checked when a dependent Time, Expense Report, Sales Order, or Invoice record is created, updated, or deleted.
A Case submitted with this field checked will schedule the NextService Scheduled : Unbilled Amounts Scheduled Script with script deployment id customdeploy_nx_unbilled. After the Scheduled Script has finished processing and updated the fields successfully, the checkbox will be unchecked.