Creating Custom Billing Items for Events | FlowPath Help Center
Creating Custom Billing Items for Events
Add your billing fees to be associated for your event invoicing.
Download PDF → CreateInvoiceBillingFeeinFlowpath.pdf
Creating Custom Billing Items in FlowPath
-
Accessing Global Settings
-
Log in as an admin on FlowPath.
-
Navigate to global settings.
-
Click on the events tab.
-
-
Selecting the Calendar
-
Choose the specific calendar where you want to add custom billing items.
-
-
Adding Custom Billing Fees
-
Locate the billing fees section within the calendar.
-
Click on the create button to add a new billing fee or edit existing ones.
-
-
Creating a New Billing Fee
-
Enter a description for the fee (e.g., parking lots).
-
Choose the line item group (labor, materials, rental hours).
-
Specify if it's a flat rate or hourly.
-
Determine if it's per event or per location.
-
Set the price and specify if it's hourly or daily.
-
Define the minimum hours (if applicable).
-
Click create to save the new billing fee.
-
-
Managing Billing Fees
-
Review and edit existing billing fees.
-
Search for specific fees using filters.
-
Sort and filter billing fees based on different criteria.
-
Delete billing fees if needed.
-
-
Additional Tips
-
Reach out to the Customer Success team for any questions regarding billing fees or invoices for events.
-
Accessing Global Settings
Log in as an admin on FlowPath.
Log in as an admin on FlowPath.
Navigate to global settings.
Navigate to global settings.
Click on the events tab.
Click on the events tab.
Selecting the Calendar
Choose the specific calendar where you want to add custom billing items.
Choose the specific calendar where you want to add custom billing items.
Adding Custom Billing Fees
Locate the billing fees section within the calendar.
Locate the billing fees section within the calendar.
Click on the create button to add a new billing fee or edit existing ones.
Click on the create button to add a new billing fee or edit existing ones.
Creating a New Billing Fee
Enter a description for the fee (e.g., parking lots).
Enter a description for the fee (e.g., parking lots).
Choose the line item group (labor, materials, rental hours).
Choose the line item group (labor, materials, rental hours).
Specify if it's a flat rate or hourly.
Specify if it's a flat rate or hourly.
Determine if it's per event or per location.
Determine if it's per event or per location.
Set the price and specify if it's hourly or daily.
Set the price and specify if it's hourly or daily.
Define the minimum hours (if applicable).
Define the minimum hours (if applicable).
Click create to save the new billing fee.
Click create to save the new billing fee.
Managing Billing Fees
Review and edit existing billing fees.
Review and edit existing billing fees.
Search for specific fees using filters.
Search for specific fees using filters.
Sort and filter billing fees based on different criteria.
Sort and filter billing fees based on different criteria.
Delete billing fees if needed.
Delete billing fees if needed.
Additional Tips
Reach out to the Customer Success team for any questions regarding billing fees or invoices for events.
Reach out to the Customer Success team for any questions regarding billing fees or invoices for events.