Create a Manual "Credit" Billable Charge.
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DeWinter Admin

Created Jun 13, 2024

Create a Manual "Credit" Billable Charge.

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Bullhorn

8 Steps
1

Click on Menu

Click on Menu
2

Click on Placements

Click on Placements
3

Click on Placement ID of the placement you want to add credit.

Click on Placement ID of the placement you want to add credit.
4

Click on BILLABLE CHARGES

Click on BILLABLE CHARGES
5

Click on ADD BILLING CHARGE

Click on ADD BILLING CHARGE
6

Fill out all mandatory lines (with Red circle)

Period end date you want to credit.

Description/reason for the credit.

Fill out all mandatory lines (with Red circle)
7

Fill out all lines applicable under "Bill Transactions"

Date of the credit

Earn Code (Can be an expense, hours (REG/OT), Conversion etc.

Amount (THIS MUST BE A NEGATIVE CHARGE -40.00)

Verify the NET amount is a negative charge (otherwise you are billing and not crediting)

Then Click SAVE

Fill out all lines applicable under "Bill Transactions"
8

Once saved, the billable charge will populate in BH. Now, follow steps on how to invoice a "Billable Charge".

Well done!
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