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Visits are automatically created when a job is scheduled. The visits created are based on the job's schedule, if it repeats, and the line items that are set up when a job is created. However, 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, navigate to the visit. This can be done from:
- the schedule: From the side navigation menu, click Schedule. From your favorite view of the schedule, click the visit. From the visit details pop-up, click Edit.
- the job: go to the job and scroll down to the Visits section. Click on the visit date you'd like to customize. From the pop-up click More Actions > Edit.
From the edit screen of the visit, there is a section showing the line items and their quantities. To update the quantity, you can type the new number in the QTY field. To remove a line item, click the red trash can icon. If on this visit, you'll be adding an extra service or charging for an additional product, click +Add line item to add it to this visit only.
After you save, if you navigate to the job, 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.
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 on the visits.