RB User Guide > Setup > Service Item Master

Adding service items

After setting up subgroups, enter your company’s billable services with their details into the Service Item Master. You will use these items for setting billing rates.

1. Create new item

   1. Setup > Service Item Master
   2. Click New.
   3. In the New Service Item window, Service Group defaults to “9. Misc. Charge,” and is uneditable. Choose the appropriate Service Subgroup in the drop-down.
   4. Enter a name for the *Service Item (required). The maximum length of this field is 128 characters.

2. Set defaults

   To set billing rates, pay rates, and other options for a service item, see Entering billing & pay rates.

3. Add e-billing

   If you have clients who require that invoices be submitted electronically (e-billing), fill in the fields in LEDES 1998B pane. See Entering UTBMS codes for service items.

4. Save service item

   Click Save >

   • Save & New: To save the item and start a new item.
   • Save & Close: If you are finished adding service items.

NEXT: Set up rush rate tables to save time

Enter your company’s expedited (rush) delivery services along with their default billing and pay information into the Rush Type Master. Instead of setting up billing rate tables for rush charge choices, use the Rush Type Master to set increases of your base rates for different expedited deliveries. This drastically reduces the number of billing rate tables you will need to set up.

Reference

• Service items
• Service Item Subgroups
• Service Groups
• Billing rates
• Electronic billing
• Rates setup workflow
• Rush Type Master

Step-by-step instructions

• Organizing service items
• Entering billing & pay rates
• Entering UTBMS codes for service items
• Setting up rush charge types