AppColl can automatically generate billing items when tasks change status. For example, if you have flat fee for responding to an office action, you can automatically create a billing item for the specific amount when the office action response task is completed.
There are two steps to setting up automatic generation of billing items:
Update a Task Type to Generate a Billing Item
Note that this can only be done by an account administrator. This example assumes the following billing item template has been created. Note that the "Who" field is set to "Task Owner" , which means that whomever is associated with the task will be the person associated with the generated billing item.
From the Tasks module, navigate to the Manage Task Types page and open the task type you wish to update. Scroll to the bottom of the page and complete the billing item generation options.
The date of the created billing item depends on the task status used to create the billing item:
As soon as you save the task type billing items may be generated when tasks are updated.
Generating Multiple Billing Items From One Task
You can cause multiple billing items to be generated from one task by configuring the template that is generated from the task to further generate additional billing items. At the bottom of the billing template page you can add one or more templates to be generated when a billing item is automatically generated from the template. Click on the Add button to specific the templates to generate.