> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Handle FBO Billing

> Manage invoices, rates, contracts, and financial transactions in the FBO module.

This guide helps you create invoices, configure rate codes, manage contracts, and maintain customer accounts in the FBO module.

<Info>
  **Who should read this:** FBO managers, accounting staff, and billing coordinators.

  **Prerequisites:** The FBO module must be enabled. At least one customer account should exist for invoicing.
</Info>

<Info>
  The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
  not see the FBO section in the sidebar.
</Info>

## Create an Invoice

<Steps>
  ### Step 1: Select a customer

  From **FBO > Invoices**, choose **New Invoice**. Select the customer account to bill.

  ### Step 2: Add line items

  Include charges for bookings, POS orders, or manual line items.

  ### Step 3: Set dates

  Confirm the **Issue Date** and set a **Due Date** for payment.

  ### Step 4: Save the invoice

  The invoice is created in `pending` status. If you want to send it, update the status to `sent`.
</Steps>

<Note>
  For the full list of invoice statuses and their transitions, see [FBO
  Statuses](/en/reference/fbo-statuses).
</Note>

### Track overdue invoices

If you want to find unpaid invoices past their due date, filter the Invoices list by **Overdue** status.

## Add a Rate Code

<Steps>
  ### Step 1: Open the rates page

  Navigate to **FBO > Rates** and choose **Add Rate**.

  ### Step 2: Define the rate

  Enter a descriptive **Name** (e.g., "Large Hangar -- Monthly"), select the **Rate Type** (daily, weekly, monthly, seasonal, transient), and set the **Base Rate** in USD.

  ### Step 3: Set volume discounts (optional)

  If you want to offer reduced pricing for longer stays, set the **Weekly Rate** and **Monthly Rate** fields.

  ### Step 4: Save

  The rate code is created as Active by default.
</Steps>

## Create a Contract

<Note>
  For detailed contract management including billing frequencies, auto-renewal, and lifecycle
  handling, see [Manage FBO Contracts](/en/how-to/fbo/manage-contracts).
</Note>

<Steps>
  ### Step 1: Open the contracts page

  Navigate to **FBO > Contracts** and choose **New Contract**.

  ### Step 2: Enter contract details

  Set the **Name** (e.g., "N12345 Annual Hangar Lease"), select the **Guest**, and define the **Start Date**, **End Date**, and **Total Amount**.

  ### Step 3: Add terms (optional)

  Include any terms, conditions, or internal notes.

  ### Step 4: Save

  The contract is created in `draft` status. Activate it once both parties have agreed to the terms.
</Steps>

## Review Transactions

Navigate to **FBO > Transactions** to see all financial activity. If you need to correct a balance or account, create a manual adjustment transaction.

<Note>
  For transaction types, statuses, and payment method definitions, see [FBO
  Statuses](/en/reference/fbo-statuses).
</Note>

## Add a Customer Account

<Steps>
  ### Step 1: Open the customers page

  Navigate to **FBO > Customers** and choose **Add Customer**.

  ### Step 2: Enter customer details

  Provide the customer's **First Name**, **Last Name**, and/or **Organization Name**, along with **Email** and **Phone**.

  ### Step 3: Save

  The customer account is now available for POS orders, contracts, and invoicing. If the customer uses **House Account** as a payment method, charges accumulate and are settled through invoicing.
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="FBO Point of Sale Reference" href="/reference/fbo-pos-reference">
    Complete field reference for orders, products, rate codes, and transactions.
  </Card>

  <Card title="FBO Statuses" href="/reference/fbo-statuses">
    Invoice statuses, contract statuses, and transaction statuses.
  </Card>

  <Card title="Use the FBO Point of Sale" href="/how-to/fbo/use-point-of-sale">
    Process orders, manage products, and operate tills.
  </Card>

  <Card title="Manage FBO Bookings" href="/how-to/fbo/manage-bookings">
    Create and manage bookings that generate billing activity.
  </Card>
</CardGroup>