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Lesson 7: Billing Types

This lesson will show you how to set up your billing types in Helm CONNECT.

Billing Types

When you set up your tariffs and contracts, you can use billing types to group your rates. Use the Billing Types tab in Invoicing, under Setup, to create and manage your billing types.

Charge Type

When you create a new billing type, you can specify a charge type to control which type of rate it will be available for when you set up a tariff or a contract.

Note If you don't specify a charge type, the billing type will be available for all types of rates.

Select from the following list of charge types:

  • Additional Charge
  • Base Rate
  • Rate Adjustment
  • Cancellation Rate
  • Commission
  • Discount
  • Payable Charge
  • Surcharge

Accounting Code

Billing types are usually mapped to revenue and cost of goods sold accounts. When you create a new billing type, you can use the Accounting Code field to specify this account number. The accounting code for each billing type will be tagged to the revenue allocation when you calculate billing.

Watch the video

Watch this video to see how to set up your billing types in Helm CONNECT: