A billing item is something that you would like to charge your client for. Think of these as line items on an invoice that you send to a client. The first stage in configuring vintrace for billing is to set up these items.
You create new, edit or deactivate billing items by heading into Winery Setup > Billing > Items.
Select Items and click on New item option to create a new one.
Here you can enter basic item information including the Code you want displayed on invoices. The Charge type will indicate how the charge will be calculated. Options include Volumetric, Per Unit, Per Barrel or Fixed.
The Linked Item Id allows you to indicate the linked Item from your Accounting package. This allows invoices to be exported from vintrace to your accounting system. In some instances, such as exporting charges to Xero via CSV you will need to set this as the account code, i.e. 200, where account code 200 refers to the appropriate accounting ledger account for billing winery services.
You then have the option of linking this Item to specific operations and actions within vintrace that will determine when the charges are raised.
Here you can link the new item into specific Additions, Operations or Treatments. When these are tasks are performed in vintrace this item will be included as a charge for your client’s Service Order.
If you link one item to multiple options on this tab, a charge will be raised if either option is recorded.
Use this tab to link the new item to Analysis Templates or specific lab tests. When lab work is entered for a billable wine batch and the above tests are used, then a charge will be raised against that client.
This tab allows you to link the new item to specific Inventory functions. You can link this item to a particular Stock category and when a billable stock item within that specified Stock Category is Packaged/Manufactured a charge for this new item would be raised.
This tab can be used to configure charging your customers for vessel storage and usage.