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Last Updated: 10/20/2025
in Getting Started General Your system needs an overall structure for capturing and reporting issue-related information. This is accomplished by categorizing the issues being addressed through Issuetrak into:
Classes – general categories such as Change Requests, Inci...
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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...
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Last Updated: 10/20/2025
in Integrations and Add-Ons
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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...
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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...
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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...
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Invoices in Issuetrak’s Billing Module are formal records of billable work completed for your customers that can be used to request payment efficiently. This article explains how to generate, review, manage, and export invoices on your site to str...
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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...
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Global Issues in Issuetrak allow you to link multiple related issues together and manage them as a single, collective item. This is especially useful when the same problem affects multiple users or customers, or when you need to proactively notify s...
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Last Updated: 10/20/2025
in Getting Started General The Issue Forms feature in your Settings Lightbox allows you to customize the information displayed on different Issues Types, as well as the required fields that apply to those Issues Types.
There is a generic, system-generated Issuetrak ...