Overview
Chargeable materials are material items billed as their own line on an invoice. You can assign a technician to a chargeable material directly on the invoice so the right person is credited with that item. This keeps billing and technician tracking accurate, which matters for commission and performance pay tied to invoice items.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Add a technician to a chargeable material
Search for and go to the invoice.
In the invoice record, find the chargeable material you want to add the technician to.
Click the Edit icon on the chargeable material.
On the Edit Material screen, assign the technician in the Technician field.
Click Save.
The technician is now associated with that chargeable material on the invoice, for billing and tracking.
Note: For the material to pay commission or a bonus/spiff, the material must also be configured to pay commission in the Pricebook. On the material in Settings > Pricebook > Materials, open the Commission tab, enter the commission and/or bonus, and select Pays Commission (and Pay tech-specific bonus if you use per-technician rates).