Configuring vintrace for Client Billing

To configure your vintrace database for client billing access Winery Setup – Billing. If you do not see this option on your system then it has not been licensed so please contact sales for a quote.

There are three components involved with configuring the system for client billing. They are Billing items, Price Lists and Service Orders.

They build a hierarchical structure that moves from the simple to the more complex. You need to configure your list of billable Items and then define their prices within a Price List. Price lists can then be linked to specific clients via Service Orders.

All configuration for Client Billing is done in Winery Setup – Billing.

vintrace winery setup - billing

For easier understanding, this topic is divided into three articles:

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