Creating a Billing Library

Overview

This article is intended to walkthrough Billing Libraries in Supermove. We will cover the following:

• What is a Billing Library
• How to Create a Billing Library

What is a Billing Library

A billing library holds the Billing items associated to the account or specific Projects. It stores all billing information from templates, to rules, to formulas on the backend

Typically, there's a Default Billing Library that most customers use, however, there are cases where customers have more complicated Billing setups and require multiple billing libraries on hand to meet their needs. 

Creating a new Billing Library

Steps to Follow

1. Click on Settings

2. Click on Billing

3. Click + New Billing Library

4. Now select the Billing Library you'd like to Duplicate: You can choose from any existing ones or start a new one

5. Next add a Billing Library Name and Save

5. Once created you will see a list of all available Billing Libraries. To view one, simply click View

6. Once Viewing the Library you will find 5 different tabs near the top. Please see the details of each tab below:

• Bill items - These are your Supplies, Fees, and discounts. In other words, these are the line items found on you're billing templates Example: Hourly Rate, Fuel Surcharge, Drive Time fee
• Billing Rules - These are also found on your bill below the Bill items. These are intended to indicate certain prices or quantities of Bill items. Examples: Hour Minimums, Recommendation on the number of Movers & Prices, Not to exceed Price recommendations.
• Bill Templates -  These contain your bill items and rules. You can have multiple bill templates depending on the type of project/job. Example: Mover Hourly Rate Bill temp, Mover Flate Rate Temp, Interstate Template (Long Distance) 
• Cost & Compensation Items - These are similar to Bill items, however, they are used to calculate job cost and mover compensation per job. These will show up on the Cost and Comp section found on your project page. 

Example of what this looks like:

Note: We recommend reaching out to Supermove Support at [e-mail] for a Billing Library Review to help confirm all looks good before making this library active on projects