The Billing Types dashboard gives you control over the allocation of funds received from education, events and other products that may require an invoice in Tangilla outside the bill run process. Each Billing Type can be assiged to a specific General Ledger, income account, receivable account and RECN/Bank Destination.
For example, this can be set for an event or a class and each can have a specific accounting tag assigned. You may also have Courses or Events with different descriptions where the Income or GL account allocation will be the same.
Billing Types can be searched by Name only. Each column may be sorted by clicking on the title of the column.
Click on the - - icon in the upper right corner fo the dashboard and the Create Billing Type Window will slide out from the right side of the dashboard. Give it a name, choose the general ledger, income account, receivable account, whether this is an event or class, the RECN Destination, any tax required and assign a tag. Tax and Tag are not required fields.
A Billing Type can be edited at any time.
Billing Types can be edited at any time, but they cannot be deleted. They are either active or retired.