Step-by-step instructions for how to add and set up billing codes in Infoplus for billing clients.
A Billing Code is used to track services performed for billing purposes. For example, if you bill a fee for every 40-foot container that is unloaded, create a Billing Code in Infoplus to track the quantity of 40-foot containers that are unloaded. The Billing Department can view/export Billing Code records as needed.
You can create Billing Codes through the Desktop App (instructions below) or through the Billing Code Mobile Floor App which allows use of a scanner (see the Billing Code Mobile Floor App Video for instructions).
Create a Billing Code through the "Billing Code" Table
NOTE: If you are using the Billing Code Mobile Floor App, see the Billing Code Mobile Floor App Video.
- Access the "Billing Code" table. Two ways:
- From the Dashboard: Click the “Warehouse Operations” tab, click the “Accounting” App, then click the “Billing Code” Table.
- From the Quick Actions shortcut: Press a dot (period) on your keyboard, then select “Billing Code” Table from the list of Quick Actions.
- Click the Create New button in the top right. The "Creating New Billing Code" screen appears.
Enter the Quantity of work performed. For example, if you unloaded three 40-foot containers, type a 3.
In the User field, select the name of the person who performed the work. The person must be an Infoplus User.
In the LOB field, select the Line of Business for which the work was performed.
Select the Billing Code Type that matches the work performed. For example, if you unloaded three 40-foot containers, a Billing Code Type similar to "40-Foot Container" should be a selection in the drop-down menu. See Create Billing Code Types for more information.
Optionally, enter a Note providing more information about this Billing Code.