The Billable AddOns Module allows you to define and manage additional charges for services or products related to a project. Follow the steps below to create a billable add-on efficiently.
Steps to Create a Billable AddOn:
Access the Billable AddOns Module:
- Open the Billing Module and select the Billable AddOns option.
- Click on the “Add” button to create a new add-on.
Fill Out the Required Fields:
Complete all mandatory fields marked with an asterisk (*) to save the add-on.
- Choose Package Template: Select a predefined package template (e.g., Developer’s Charges) from the dropdown (if additional)
- Project: Assign the add-on to a specific project by selecting it from the dropdown list.
- Title: Provide a descriptive name for the add-on. Ensure it clearly identifies the purpose of the charge.
- HSN Code: Enter the applicable Harmonized System of Nomenclature (HSN) code, if required.
- Cost: Specify the base cost of the add-on.
- Tax Details:
- CGST, SGST, IGST: Enter the applicable tax rates (%) based on billing requirements. The system will automatically calculate the amounts.
- Date: Use the date picker to select the date when the add-on is created or effective.
- Documents (Optional): Click the Choose Files button to upload relevant files, such as supporting documents or agreements.
- Notes (Optional): Add any additional details or comments related to the add-on.
Save the Billable AddOn:
- Click the Save button to finalize and save the add-on.
- If you wish to discard changes, click the Close button.
Additional Notes:
- Tax Accuracy: Ensure that the correct tax rates (CGST, SGST, IGST) are applied based on the billing location and requirements.
- Attachments: Include relevant documents to maintain comprehensive records.
- Descriptive Titles: Use clear and specific titles to make the add-on easy to identify.
This module ensures efficient creation and management of billable add-ons, helping streamline project-related billing in the DAAI Business Suite!