Billing catalog items missing from the Labor/Parts/Other drop down when creating an invoice
It's likely the missing line items were added to the incorrect billing catalog. Each Servicer group/company has its own unique billing catalog. When you access the invoice page for a particular request, only the billing catalog for the assigned Servicer will be shown.
When entering new billing catalog items, make sure that you log in to the pertinent Servicer group's admin account. A common mistake is accessing your own Manager organization's billing catalog, rather than logging out of your account and into the correct Servicer admin account. Please note there can be situations where you might enter billing catalog items for your Manager group (e.g. Managers acting as Servicers). For more information, tap
here to view the "Invoice: Billing Catalog" article.
Related Articles
Invoice Processing & Updating
Please tap the topic to view the appropriate article: Adding & Editing Invoices Billing Catalog (Labor, Parts, & Other invoice line items) Tax Rate
Invoice: Billing Catalog
Note: Requires admin privileges to implement. Please contact your Landport Administrator. If you ARE your organization's Landport administrator and want to request Company Profile privileges for yourself or a co-worker, please submit a Support ...
Invoice: Add / Edit
An invoice allows Servicer "labor", "parts", and "other" line items to be tracked and reported. Some reasons a Manager might add an invoice to a request are: The Manager acted as the Servicer for that request. The Servicer is not actively using ...
Edit Location
Note: Requires admin privileges to implement. Please contact your Landport Administrator. If you ARE your organization's Landport administrator and want to request Edit Location privileges for yourself or a co-worker, please submit a Support ...
FAQ: How do I change the invoice "Bill to" information?
The "Bill to ..." address on the invoice can be changed by updating the "Billing address" on the service location's profile. Tap here to see "Edit Location" instructions ("Billing address" is mentioned near the bottom of the section).