Jobs

Custom Visit Line Items

What are Custom Visit Line Items?

You can make a recurring job, with multiple visits. For this type of job, you can bill based on the number of visits that were done for the client, using visit based billing. 

There may be times when you want to charge for something different on one or more of the visits of a job, compared to the rest of the visits. To do this you would use custom visit line items. This allows you to add a different line item to a specific visit for a job. 

Adding a Custom Visit Line Item

To add a custom line item to a visit, go to the job and scroll down to the Visits box. Click on the visit you'd like to add the item on. A pop-up with the visit information will appear when you click on the date.

Then click More Actions > Edit. On the visit box, click '+ Add Line Item'. You can then add a line item for just for this visit.

After you save, you will see in the 'Line Items' section at the top of the job, that this line item shows up with Varies beside. If you click Varies, it will show you what visits this line item is on 

Adding/Removing Line Items to Visits

If a custom visit line item has already been used, you can easily add it to another visit. Click on the visit, on the visit pop-up click More Actions > Edit, and then click the '+' button to add it the item. You can also change the quantity if needed. 

To remove a line item  from a visit click the 'X' beside the line item. 

How Custom Visit Line Items Transfer to Invoices

When an invoice is made, the custom visit line items will only transfer for the visit dates they have been put on. 

Note: If a custom visit line item is used on a fixed rate billing job, then it will not transfer to the invoice. This is because fixed rate billing jobs are not invoiced based off the visits.