Products & Services Items (PSIs) represent the individual billable items and services your company invoices. Every charge on an invoice, including the fee schedule and T&E, is based on a PSI, which breaks down the items or services being billed. Each PSI is linked to a specific Line Item and is configured to calculate the appropriate billable amount and commission from that Line Item. PSIs appear on the optional "Details" page of the invoice to provide an itemized breakdown of your billing.  PSIs are similar to "Items" in QuickBooks.

Accessing and Creating a New Billing Rate Sheet

1. Mouse over the "Accounting" button from the menu bar.
2. Mouse over "Manage" from the drop list and mouse over or select "Products & Services" from the fly-out menu.
3. Clicking "Add New" from the fly-out menu will start the process of creating a new PSI, while selecting "Search" will help you find an existing PSI. Clicking directly on "Products & Services" will take you straight to the "Products & Services List" data grid page. 
4. On the "Products & Services" page, to create a new PSI, fill in the required and desired fields. Fields with labels in bold font are mandatory and must be completed before the PSI record can be saved. 
   1. Active:  When enabled, this PSI can be utilized when creating new invoices/vendor bills.
   2. Name (required): This is how the PSI is identified internally by your users when managing PSI records, adding PSIs to Activity Types, and when adding the PSI as T&E within claim notes.  
   3. Code: When populated, this text appears under the "Item Code" column on the optional "Details" page of the invoice.  
   4. Description (required): This text appears under the "Description" column on the optional "Details" page of the invoice. 
   5. Activity Note Default Text: This text appears in the "Claim Note" window (when adding a claim note from the "Notes," "Dates," or "Billing" tab) to describe the selected PSI. After selecting the PSI, the user can edit this text in the note if needed to clarify the time or expense item. 
   6. Category: This allows you to categorize your Product & Service items from the "Products & Services List" data grid page. 
   7. SubCategory: This enables you to further organize your Product & Service items into subcategories from the "Products & Services List" data grid page.  
   8. Vendor Bill Category (required): This allows you to categorize each PSI into a specific category. It is a list manager field that lets you customize up to 12 PSI categories. The first 10 categories are displayed as columns on the "Adjuster Payroll Report," helping organize each PSI linked to a vendor bill record into the appropriate category for reporting purposes, either by an admin or the user associated with those vendor bills. 
   9. Comments: This information is accessible only to users authorized to manage PSIs. The comments section allows them to internally communicate the specifics or purpose of the PSI, if necessary.  
   10. Invoice Line Item (required):  Select the appropriate Line Item to associate with the PSI. This selection informs the ClickClaims billing engine which Line Item to reference when adding the PSI to the invoice. Based on the configuration of that Line Item in the BRS used to generate the invoice, the engine will determine the applicable pricing and commission model.  
   11. Billing Rate Method (required):  This instructs the ClickClaims billing engine to reference the specific pricing field within the associated Line Item in the BRS used to generate the invoice, ensuring accurate pricing retrieval.
       1. Adjuster Hourly: Pulls the value from the "Adjuster Hourly" pricing field of the associated Line Item in the BRS used to generate the invoice. 
       2. Admin Hourly: Pulls the value from the "Admin Hourly" pricing field of the associated Line Item in the BRS used to generate the invoice. 
       3. Calculated Value: Used to generate the fee schedule portion of the invoice. The ClickClaims billing engine references the "Gross Loss" value in the claim's "Billing" tab, identifies the appropriate tier within the selected BRS that matches the pricing window, and adds that amount to the invoice using the PSI specified in the "Default Fee Schedule Product & Service" field of the BRS. Only PSIs with this billing rate method can be selected for that field in the BRS. 
       4. Expense Item:  Use this billing rate method when the PSI fee is variable. When the PSI is added to the claim note, the user can manually input the appropriate amount for that activity. 
       5. Flat Rate: Pulls the value from the "Flat Rate" pricing field of the associated Line Item in the BRS used to generate the invoice. 
       6. Other Hourly: Pulls the value from the "Other Hourly" pricing field of the associated Line Item in the BRS used to generate the invoice. 
       7. Unit Price: Pulls the value from the "Unit Price" pricing field of the associated Line Item in the BRS used to generate the invoice. 
          1. Unit of Measure: When "Unit Price" is selected as the billing rate method, this accompanying field appears, allowing you to specify the measurement type to display when the PSI is added to a claim note: Days, Hours, Miles, or Unit. 
   12. Sales Tax Item:  Enable this field if the PSI should be eligible for taxation. However, checking this box does not automatically apply tax to the invoice for this PSI. Whether tax is added depends on the overall invoice settings. By checking this field, you ensure that if tax is applied to the invoice, this PSI will be included in the tax calculation. If no tax is applied to the invoice, this PSI will not be taxed, even if the field is checked. If tax should never apply to this PSI, regardless of the invoice's tax status, leave this field unchecked.   
   13. Vendor Pay Item:  When enabled, the PSI is payable to the Adjuster/Admin/Other party based on the commission rate(s) configured for the associated Line Item in the selected Billing Rate Sheet. If unchecked, the PSI is not payable to the Adjuster/Admin/Other party and will only appear on the invoice, without being included in any vendor bills related to the invoice. 
       1. Exclude from Invoice:  This is an optional setting that can be enabled upon request by an authorized person at your company. When enabled, checking this field will exclude the PSI from the invoice and apply it only to the associated vendor bill(s), based on the Adjuster/Admin/Other commission rate(s) configured for the associated Line Item in the selected Billing Rate Sheet.  
          1. This field cannot be enabled if the associated "Vendor Pay Item" field is not checked.  
   14. Billing Type:  Select the appropriate radio button next to "Fee Schedule" if this PSI relates to the fee schedule tier of the Billing Rate Sheet, "Time & Expense" if it is a T&E service item, or "Both" if it applies to both categories. Please note, this selection will not affect your invoices or vendor bills.  
5. When finished configuring the PSI, click the  button.
6. Click the button to navigate to the “Products & Services List” page where you can create a new PSI, view an existing one, search for existing PSIs, or generate and export a report of your PSIs.