Adding a New Billing Profile Version

Overview

Clients can create a Billing Profile to set up a collection of the billing details. Multiple profiles can be set up depending on the invoicing needs, such as direct hire invoices having different invoice terms than contract invoices. These can include:

  • What company to send the invoice statement to (Client vs. Bill To Client)
  • Which contact should receive the invoice at the company.
  • How the invoice statement should be addressed.

When the details on a Billing Profile change, a new version of the profile can be created. Creating a new version of the existing profile retains a historical record of the previous version and the associated job or placement record will not have to be updated with a new profile. New versions with an effective date in the past will not impact existing invoices.

This article guides you through the steps for adding a new Billing Profile version.

See Editing Billing Profiles for other options on editing existing terms.

Before You Begin

You must have the appropriate action entitlements in order to create a new Billing Profile version. Please contact Bullhorn Support to review and adjust your action entitlements.

Steps

  1. On the company record, select the Billing Profiles tab.
  2. Open the billing profile you wish to update.
  3. On the Edit Billing Profiles screen, select New Version.
    • This creates a copy of the existing profile without an effective date. The user's entitlements determines the date options available:
      • The entitlement Add Billing Profile Version allows the user to set the effective date to any date after the latest effective-dated version.
      • Manage Current Billing Profile Version allows the user to set the effective date to the current date or to a future date.
      • Manage Future Billing Profile Version allows the user to set the effective date to any future date.
      • Manage Historical Profile Version allows the user to set the effective date to any past, current, or future dates.
  4. Update the rest of the profile information as needed.
  5. Select Save to confirm your changes.