The cost breakdown is available on both Billing Summaries and Invoices. Note that Billing Summaries are not used by all staffing agencies. If your agency uses Billing Summaries, there will be a “Billing” section in your navigation. If there is no Billing section then your agency does not have Billing Summaries enabled.
If you would like to upgrade to include Billing in your Cartwheel plan, please contact us and we will help you make the upgrade.
To edit the cost breakdown navigate to the billing summary or invoice detail page. From there, click on the “Edit” button located on the top-right of the cost breakdown.
Once the “Edit” button is clicked, the “Edit Cost Breakdown” interface should display. Note that the information included in the cost breakdown may vary.
Adding a line item
To add a line item to the cost breakdown, click the “Add Line Item” button located in the top-right of the screen.
Once the “Add Line Item” button is clicked, a new line item will appear at the bottom of the cost breakdown. From here you can enter the desired values for the new line item.
Deleting a line item
To delete a line item, click on the three dots to the far-right of the line item you want to delete. This will open a menu. From the menu click “Delete Line Item.”
Overriding a line item
To override a line item, click on the three dots to the far-right of the line item you want to override. This will open a menu. From the menu click “Override Line Item.”
Once you click “Override Line Item” that line item will become editable. From there you can change the values of the line item.
Saving edits to the cost breakdown
Once you have completed all the modifications to the cost breakdown, click the “Update” button in the bottom-right of your screen to save your changes.
