# Review or Create Billable Items

Source: https://sites.veevavault.help/gr/sitevault/ctms/fin-billable-items/

**Who can complete this task?**
- Administrators and Site Staff with the Financial Management Extended Permission

## Overview

Billable items are the services and activities your site provided during a study that can be charged to the sponsor, as defined by the study budget.

The Billable Items tab provides a comprehensive list of all billable items.

- Participant Fees (Activity and Visit) will automatically generate billable items as participant visits are completed.
- Site Fees may be used to generate billable items on an ad hoc basis throughout the invoicing and payment reconciliation processes. 
  - When creating site fees, overhead and withholding fields default to exempt but can be edited as needed.

- Custom billable items can be created at any time to document non-budgeted billing adjustments such as pass-through costs, credits, and fee adjustments.
- Use filters to group billable items for efficient tracking and invoicing.
- Once a billable item is associated with an invoice or payment, it cannot be changed.
- Export options are available from the Actions menu.

[![Billable Items Actions](/gr/uploads/sitevault/images/help/ctms-finance-billable-items-actions.png) ](/gr/uploads/sitevault/images/help/ctms-finance-billable-items-actions.png)

## Review Billable Items

To review billable items, complete the steps below:

1. Navigate to **Finance \> Budgets & Billing \> Select Study \> Billable Items**.
2. The table displays billable items, including accrued date, participant ID, visit, and withheld amounts (if applicable).
3. Utilize the **Actions menu** to **Edit Columns** and customize your view. These settings will be retained between logins.
4. Use the **filters** at the top of the table to sort and manage the displayed items: 
  - **Accrued Date:** Limit your view to a specific accrual date range.
  - **Participant ID:** View fees tied to a specific participant.
  - **Visit:** Limit your view to one or more specific visits.
  - **Withheld:** Include or exclude the withheld portions of each billable item. 
    - If your site uses withholding, add the _Withheld_ column and filter out withheld items when creating invoices, as these will not be paid immediately.

  - **Invoiceable:** Filter your results based on whether or not a billable item is Invoiceable.

## Create Billable Items

Beyond visit-driven fees, you can manually create billable items (ad-hoc costs like startup fees) from the list of available Site Fees or create a custom billable item for adjustments such as pass-through costs, credits, and fee adjustments.

To create billable items, complete the steps below:

1. Navigate to **Finance \> Budgets & Billing \> Select Study \> Billable Items.**
2. Select **+ Create Billable Item**.
3. Select one of the following: 
  - **Custom Billable Item:** Complete the required fields and optionally associate the item with a participant or visit, then save.
  - **From Site Fee:**
    - Select the corresponding checkboxes of billable items to create.
    - Specify a **quantity** for each selected item if applicable.
    - Update the **accrued date** to reflect when the fee was expected to occur.
    - Select **Save**.

- **Note:** Custom-created billable items are automatically set to _Invoiceable_.