-
Last Updated: 06/30/2025
in Integrations and Add-Ons
-
Line Items in Issuetrak’s Billing Module represent billable Products or Services added to an issue for tracking, invoicing, and reporting purposes. Each line item captures details such as quantity, date, rate, total cost, and may optionally incl...
-
Last Updated: 06/30/2025
in Using Issuetrak General New to Issuetrak? It can be hard to find your way around any new system without some sort of guide. Let's get you oriented with Issuetrak so that you can get to work!
Getting Your Bearings
In Issuetrak, there are three basic navig...
-
Issuetrak’s Billing Module allows you to customize Invoice and Work Order templates to align with your organization's branding and operational workflows. You can configure prefixes, tax rates, payment terms, and more to generate professional, brande...
-
Before you can add line items to issues or generate invoices, you’ll need to set up your Product / Service records in Issuetrak. These are predefined items that represent the goods or services your organization bills for. Each record includes deta...
-
In Issuetrak’s Billing Module, customer management is streamlined by treating Organizations as "Customers" for consistency with billing terminology. This view introduces two billing-specific fields:
Billing Reference - used for trac...
-
Last Updated: 06/30/2025
in Administering Issuetrak
-
Your system can automatically escalate and take action in issues that remain open or idle for too long through Workflows . Workflows help ensure that assignees and submitters never neglect or abandon their issues, especially when they are used...
-
A Work Order in Issuetrak’s Billing Module is a printable document that shows all line items associated with an issue. It can be used to summarize completed work or to obtain customer authorization for work that hasn’t been completed yet. To...
-
Last Updated: 06/30/2025
in Getting Started