Client Service-wise User & Billing Settings for Auto Tasks and Auto Invoicing

This feature allows you to configure Billing Entity and Assigned Users for each client's service. These settings are used for automatic task generation and automatic invoice generation.

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You can configure the Billing Entity in two ways:

1. Client → Service

• Open a Client

• Go to the Service tab

• Click the ✏️ Edit (Pencil) icon on the recurring service

• Configure the following for each service:

• Billing Entity

• Amount

• Custom Users

• Billable / Non-Billable

2. Service → Clients

• Open the Services Menu and open a service

• Go to the Clients tab

• Configure the following for each client:

• Billing Entity

• Amount

• Custom Users

• Billable / Non-Billable

Billing Entity Priority

• During automatic invoice creation, Practive follows this priority:

• Billing Entity set in the Client's Service

• Billing Entity set in the Client

• Default Billing Entity configured in your account

Important Notes

• If no custom users are configured for a client's service, the task will be assigned to the users configured in the Settings tab of the service.

• Automatic invoices are generated only for completed tasks.

• Automatic invoice creation follows the Auto Invoice settings configured for the client.

• Auto Invoice Number must be enabled for automatic invoice generation.

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