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Billing Setup

Billing Setup​

The Billing Setup tab enables customized billing configurations, ensuring clients are charged correctly and alerts are in place for budget management.

  • Choose your preferred payment method from the available options.
  • Set spending limits to trigger alerts when a client's expenditure reaches a specified amount. Helps manage budget controls effectively. Click on Submit.

Invoice

  • Enable the Tax Exempted checkbox to exclude the client from tax charges.
  • To modify pricing plans for the client, click on Change Price Card. Select the appropriate Rate Card and click Update to apply the changes.

Invoice

Conclusion​

The Billing Setup provides essential controls for managing client billing preferences and budget alerts, ensuring accurate financial administration.