Billable line items

The term billable in this case, refers to resources that you can bill back to customers. For example, professional service firms such as attorneys, accountants and consultants, the billable resource is typically time, but it can also be expenses and materials.

Making a line item billable on a vendor bill means you intend to bill a related customer back for that specific line item. This feature is only available on accounts that sync with accounting software.

To mark a line item on a bill as billable in PayMaker, you must enable the setting Use Customers/Jobs in Payables, and you must select a customer on any billable line items.

Enable the setting Use Customers/Jobs in Payables

  1. Click the Settings
  2. Click Preferences under Accounting
  3. Click Edit on the top right
  4. Select Yes for "Use Customers / Jobs in Payables"
  5. Click Save

Once you enable this, you'll see the billable toggle on line items when you create new bills, or edit existing bills.

Change the billable status of a line item on a bill:

When you create or edit a bill, toggle the Billable? setting on (green) to make a line item billable. Remember to also select a customer for the billable line item.

Note: While PayMaker doesn't support the direct conversion of billable items to customer invoices at this time, your accounting software likely does. Please contact the support for your accounting software for assistance on that step if needed.