What are billing roles, and how can I add or edit one?

What are billing roles?

Billing roles are specific positions within an organization that concentrate on the billing process. This process includes generating invoices, tracking payments, and ensuring that billing for services rendered by the company and its employees is both accurate and timely. Keka allows you to create these Billing roles, which can then be utilized to establish rates for the corresponding work hours.

Creating and editing a Billing role

1. Navigate to the Project section in Keka.
2. Click on Resources, then select Roles.
3. In the Roles section, click on the + Add Role button.
   
   
4. In the Overlay window, enter the name of the role and optionally add a description.
5. Click Add to create the new billing role.
   
   
6. To edit an existing billing role, click on the three dots under Actions and select Edit.
   
   
7. In the Overlay window, modify the role name or description, then click Update.
   
   

f you want to learn more on project resource billing report, then click here: How to download the Project Resource Billing Report?