Turn catalog services into billable work

Create reusable plans and add-ons

Open Service Catalog and choose Add Service. Pick Plan for a recurring package you sell, or Add-on for work you charge separately. Add the service name, price, billing type, optional visits per month, and a description.

• Plans are the reusable starting point for a property's billing profile. Assign a plan from the property record when that home is covered by a recurring package.
• Add-ons are reusable extra charges. Choosing one while logging work copies its name and price into the billable entry, where you can still adjust the quantity, price, or description.
• Making a catalog service inactive hides it from new pickers. Existing invoices, schedules, and billable entries keep the details that were already copied.

How visits and add-ons become charges

Completed visits and Billable Work follow separate paths. For a Per visit property, open Invoices and choose Bill visits to select its uninvoiced completed visits. A Manual property's completed visits are not surfaced in that picker; create and manage its invoice by hand. Visits covered by a recurring package are included through that property's recurring schedule rather than billed one at a time.

Billable Work holds add-ons and other charges that someone explicitly logs. Choose Log Work, select a catalog add-on or enter an ad-hoc description, then set the quantity or hours, unit price, property, and optional vendor. Saving the entry leaves it open in the queue until you route it.

Move charges onto an invoice

1. Open Billable Work and review the open entries. Edit any description, quantity, price, property, vendor, or private note before invoicing.
2. Select the entries you want to bill, then choose Invoice selected.
3. Route same-property charges to the property's next recurring invoice, add them to an existing draft, sent, or overdue invoice, or create a new invoice. Mixed-property selections can only start a new invoice.
4. If you chose a new or existing invoice, review the updated invoice and send it when it is ready. If the next recurring invoice does not exist yet, the charges stay queued until that schedule generates it.

Once an entry is routed, it leaves the open Billable Work list. The invoice or recurring schedule now owns that copied charge, so later catalog edits do not rewrite work you already routed.