Configuring Billing in Autotask
Log in to Autotask.
Hover over Autotask logo and select "Features and Settings" from Admin menu.
- Expand the list of "Contracts & Un-Posting" options of Admin menu.
Go to "Contract Categories" section.
Click "New" to create a new category.
Type CloudBerry in the "Name" section and click "Save".
Click a "return" icon next to "Contract Categories" section name for returning to the "Admin" menu.
Expand "Finance, Accounting, & Invoicing" option of the Admin menu.
Go to "Billing Codes" section.
Expand the list of "New" button options and click "Material Code".
- Type CloudBerryBillingCode in the "Name" field and select "Taxable" option from the list of Tax Category options.
- Click "Save" button at the top of the pop-up window.
The newly added category appears on the Material list, and now billing in Autotask is configured.