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Customers are billed by partners for services rendered.
While the Octoo platform, itself, is free for customers to use, customers are responsible for paying their partners for the services rendered. Payment can be made by check or credit card. A customer must have a default billing contact that will be associated with all invoices.
To assist with payment tracking and financial support, the Octoo platform offers customers the ability to associate individual requests and invoices with expense codes. This is an optional feature.
Customers choose how they want their expense code labeled; common examples of expense codes include "purchase order" or "authorization code" or "contract number" or "cost center".
The expense code is then added to each new request as needed. For example, the "Weekly Staff Meeting" may have an expense code of "ABC123" under the "cost center" label.
An expense code impacts how invoices are grouped; by default, all AR invoices for a customer are grouped by expense code. Taking the example above, if the customer was billed for all services rendered in November, those requests tagged with the "ABC123" code would be grouped on a single invoice. This can result in one customer receiving multiple invoices for the same period.
If the customer wishes to have the same code(s) applied to every new request, they can set up this feature in their customer settings in the billing section: http://app.octoo.com/settings/billing-expense-codes
A less common (but still supported) feature is applying the expense code to each proforma invoice (rather than grouping by AR invoice). When this is enabled you will get one AR invoice but each line-item for service would have the related expense code attached. This is useful when you are tracking something like a "request #" but do not want to have your invoices grouped.