Edit Per Bill Item

Overview

Note: This article is only relevant to those utilizing the new Billing functionality released in May 2024

Introducing a new way to edit individual billing items on customers' invoices. We will review how to make changes from the Project page on the Invoice tab. 

Billing 

On the Project page, the Billing tab now has an edit button next to each item. Clicking this will open up the Edit Bill Item experience. The same edit experience exists on mobile as well.

Edit Bill Items 

In the "Edit Bill Item" pop-up, you'll find two sections. The upper section displays various details like the item's name, quantity (both minimum and maximum), and the cost. Some of these fields might be greyed out because their values are automatically calculated based on specific formulas.

The second section is Variables. Here you will see which variables are tied to the formulas on this bill item. This shows only the relevant variables and simplifies the editing experience.

Preview Edits 

Changing the numbers in the Variables, Quantity, and Amount fields will immediately alter the total shown at the bottom of the window. This feature lets you play around and test out different values for each bill item, helping to determine the right amount to charge on the bill.

Note: If you have any questions, be sure to contact Supermove Support at [e-mail]