Adding Billable Markups to Customer and Requestor People RecordsLearn how to efficiently add billable markups to customer and requestor people records for accurate invoicing and tracking of costs.Mar 14, 2025Article
InformationTitleAdding Billable Markups to Customer and Requestor People RecordsContentContentWhen Customer, and Requestor records are set to Billable, a Markup can be added to Labor (Maintenance and/or Contractor) and Materials (Maintenance and/or Contractor). These markups are percentage increases that would show on the invoice of a Work Order (Action > Print Invoice). The Markups are based on who actually ends up performing the listed type of labor on the Work Order itself. To add a Markup to a Customer record, use the following steps: Select People (from the side menu bar).Select Customers.Navigate to the desired Customer (or select New for a new Customer and skip to step 5).Select Edit.Select the Billing tab.Change Billable to, "Yes."Add desired Markups using whole numbers to represent percentages (for example: use 20 for 20%).Select Save. URL NameAdding-Billable-Markups-to-Customer-and-Requestor-People-Records