This is a multipart message in MIME format. ------=_NextPart_000_1116_01DBB848.FB68B120 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hello All- The billing will be done manually, either by a reoccurring shift in CC = or a Billable Expense, but in both cases the field would own making sure they do/do not bill the right amount each month. Anything thats overbilled = and paid would be a credit or refund to the customer. Knowing the invoicing = and amounts for each scenario will remain manual for the field to enter/calculate in the below scenarios the question remains the same, we would like a recommendation to ensure the item is taxed once the = billable expense/Carelog hits NetSuite. @Michelle Schefter @Timothy Thomas please review and let me know if anything Ive captured below is misrepresented, and feel free to add = any relevant details. Use Case Stage Expected Behavior Billing Existing Client w/o Lifeguard Bill rate would be adjusted manually at office discretion based on if = they opt in or refuse LG service New Customer ½ Not sure I understand what this means New Customer ¾ Not sure I understand what this means New Client Opts Out Bill rate would be adjusted manually at office discretion based on if = they opt in or refuse LG service Existing Customer Opts Out Bill rate would be adjusted manually at office discretion, or credited prorated amount for the invoice if theyve already paid Customer terminates CG Would bill for itemized service vs blending w/bill rate (I think this is = the same as the item below?) Customer terminates CG, keeps LG Would bill for itemized service vs blending w/bill rate Customer terminates all Credit would be issued based on what the field indicates is the = appropriate amount for LG, if applicable Customer has CG and LG, cancels just LG Bill rate would be adjusted manually at office discretion, or credited = for invoice theyve already paid Tier Changes Bill rate would be adjusted manually at office discretion Returning Clients after Service Termination Depends on service they chose upon return I am not clear on how these scenarios impact the decision we need to = make here, but I could be missing it. As a reminder the ask is to keep the = effort on this one low until the volume justifies the additional spend from a resource perspective. Requirements: 1. Service must be taxed 2. Has to say Lifeguard on the invoice Nice to Have: 1. No start/end time for the Carelog on the invoice is show Perceived Options Are: * LO enters a reoccurring Billable Carelog * Pros: * These are already taxable in NS * Shifts can be entered as a reoccurring expense and do not need to be added monthly but can be cancelled at any time. * Cons: * CC requires LO to add link a CG to every shift * Would need to update NS logic to remove pu