Costs and estimates
Overall, the billing process involves:
- entering costs
- creating invoices for these costs
- receiving payments for the invoices
This module covers the first part, entering costs, which often involves estimates.
You can enter costs to a case using:
- a time sheet, or
- at the case
You can use either method interchangeably and you can view the case costs you have added at both places.
Cost and estimate settings are set at the case category level. These options control the way costs are added to the case.
Thus, depending on the case's category, cases costs can be:
- added freely,
- selected from a collection of permissible costs, or
- selected from the costs included in the case's estimate, a kind of flexible quote whose functionality is also set at the category level.
Let's start with estimates.