SherpaDesk provides a few ways to create billable items.
Contracts
Setting up a contract to an account allows you to set an hourly task rate, assign recurring billable items, and a travel rate. A System Admin is able to set up a default contract in Configuration > Invoice & Payments > Edit Global Contract. Within each account contracts are able to be customized.
Expenses are items that can be created and assigned to an account to be invoiced at a later date. A System Admin is able to set up a list of expenses in Configuration > Expenses.
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SherpaDesk provides a few ways to create billable items.
Contracts
Setting up a contract to an account allows you to set an hourly task rate, assign recurring billable items, and a travel rate. A System Admin is able to set up a default contract in Configuration > Invoice & Payments > Edit Global Contract. Within each account contracts are able to be customized.
Learn more here about contracts https://www.sherpadesk.com/blog/smart-contract-fea...
Expenses
Expenses are items that can be created and assigned to an account to be invoiced at a later date. A System Admin is able to set up a list of expenses in Configuration > Expenses.
Learn more about expenses https://support.sherpadesk.com/article/eiirth/how-...