Billing / Services¶
– Name: service custom name; clicking this will redirect to the service details page
– Client: associated client
– Date Created: the date when the service was created
– Next Due: due date of the service
– Status: displays current status of the service
– Actions: a number of Actions that can be performed on the service
You can sort the services by: Display Name, Client, Created at, Next Due Date or Status
Services can be edited from the /staff/billing/services/SERVICE_ID/edit page.
When “Is free” is checked on the service, “Invoicing” section settings from client configuration will behave like this:
“Generate invoices” still issues invoices but with zero price.
No invoice is issued if you have “Do not invoice services with zero price” setting enabled, but service cycles will still be eventually marked as paid.
“Enable automatic settlements” marks related service cycles as paid but no amounts are withdrawn from client credit.
Client up to date credit ignores actual cost of the service
Prices in client billing history are shown as strikethrough text but with “zero price” besides them (e.g. 10.00$ 0.00$)
Several actions are available for services:
Clicking on the ‘More’ button will reveal more actions:
In order to suspend a service you need to click on the Suspend service button:
A confirmation dialog will appear and will allow you to select if you wish to shelve instances when suspending to reduce resource usage.
If you do not want to shelve instances then all instances will be stopped when suspending the service.
If a service is suspended no resources for that service will be visible from enduser panel.
In order to shelve all instances for a service you need to click on the Shelve all instances for service button:
In order to unshelve all instances for a service you need to click on the Unshelve all instances for service button:
Unshelve will restore all instances to running state.