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Creating a Billing Library

Updated: Andrew Edited:

Overview

A billing library holds everything your pricing uses: bill items, rules, templates, cost and compensation items, and now your variables, formulas, data tables and hourly rates. Most companies use one default library, but you can create more if you price different kinds of moves differently.

In this article, you'll learn how to:

  • Create a new billing library
  • Understand each tab in a library

Create a New Billing Library

  1. Go to Settings → Billing → Libraries.
  2. Click + New Billing Library.
  3. Choose an existing library to copy, or start from scratch.
  4. Enter a Billing Library Name and click Save.
  5. Your new library appears in the list. Click View to open it.
New Billing Library window

Tabs in a Billing Library

Tab What it holds
Bill Items Supplies, fees and discounts that appear as line items, such as Hourly Rate or Fuel Surcharge.
Billing Rules Rules shown below the bill items, such as hour minimums or recommended movers.
Bill Templates Groups of bill items and rules for each kind of job, such as Hourly or Flat Rate.
Cost & Compensation Items Items used to calculate job cost and mover pay.
Variables (new) The project and job variables this library uses, with each one's default value and create-project settings.
Formulas (new) The formulas this library's items and rules use.
Data Tables (new) Lookup tables used by formulas.
Hourly Rates (new) Hourly rates used by this library.
The Variables tab in a billing library

On the new tabs, the Scope column shows whether an item is Library only, Shared with other libraries, or a System item. Use Add Shared to reuse something from another library instead of creating a duplicate. For full details, see Billing Libraries: Variables, Formulas, Formula Editor, Capacity Pricing, and Changing a Project's Library.

Note: Variables used to be set on each project type. They now live in the billing library.

Important Notes

⚠️ A project type's library is the default for new projects only. Each project keeps its own library.

⚠️ We recommend a billing library review with our Product Experts before using a new library on live projects.

Need Help? To book a billing library review, contact our Product Experts team at help@supermove.com.

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