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      Create a Billing Code Type

      Set up Billing Code Types to accurately itemize and bill and 3PL clients for the services you provide.

      How to Create a Billing Code Type

      A Billing Code Type is a label used to identify work performed for billing purposes. For example, if you bill for every 40-foot container that is unloaded, create a BIlling Code Type for that work (e.g. CONTAINER-40). 

      Here are examples of Billing Code Types in the "Billing Code Type" Table:


      When Billing Codes are created against Billing Code Types, records will indicate the quantity of work performed. The user will select the "Billing Code Type" from a list of options. Here's an example of a Billing Code record:   


      Create a Billing Code Type

      1. Access the "Billing Code Type" table. Two ways:
        From the Dashboard: Click the “Warehouse Operations” tab, click the “Accounting” App, then click the “Billing Code Type” Table.
        From the Quick Actions shortcut: Press a dot (period) on your keyboard, then select “Billing Code Type” Table from the list of Quick Actions.

      2. Click the Create New button in the top right. The "Creating New Billing Code Type" screen appears.

      3. Enter a Name for the Billing Code Type. This is just a descriptive name for purposes of identifying the Billing Code Type.

      4. Optionally, enter a Description of the Billing Code Type (e.g. Unload Container  - 40-foot).

      5. Enter a Billing Code label for the Billing Code Type (e.g. CONTAINER-40). This is what will display when selecting a Billing Code Type in other screens.

      6. Leave Is Active set to "True" to allow use of the Billing Code Type. To deactivate a Billing Code Type, change this field to "False".

      7. Click Save. The Billing Code Type will be saved and can now be selected when creating Billing Code records.