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Adding and Editing Billing rules

Finance

Adding and Editing Billing rules

How to add a new Billing Rule in Eziplan or make changes to your current set of rules

Last updated on 12 Aug, 2024

Billing Rules are how the Eziplan system knows how to automate price changes to keep your scheduling system simple while making it more efficient for invoicing. There are a number of ways that it can modify the output of the billing. Rules can be made to specify prices by a number of variables including:

  • Package

  • Service Type

  • Day of the week

  • Time of Day

From the Eziplan Menu:

System Management - Service Types

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Once on the Service Type page you can open the Service Billing/Pay Rules option.

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You will now see a list of all of your Billing Rules. You can choose to create a new rule using the 'Add new rule' button or edit an existing rule by clicking on the rule link to open it.

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From here you can choose the feature set for the rule and when you are finished, press the 'Add Rule' or 'Update Rule' button at the bottom of the page.

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For further assistance in managing Billing Rules please contact the Help Desk.

 

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