Create Charge
Generate invoices for clients
Step by Step
1
Access 'Billing' in the side menu
2
Click '+ New Charge'
3
Select the client
4
Link to WO or quote (optional)
5
Set amount and due date
6
Choose payment method
7
Add description
8
Click 'Save'
Tips
- •Create from completed WO for automatic link
- •Payment methods depend on integrations
- •Due date affects delay reports