The Billing Tab shows displays all billing information about a client. What information is shown will depend on which Billing settings are used. At a minimum, billing address and recurring charge sections will be displayed. In the charge section recurring charges can be assigned for each of a client's service entitlements.
Client Billing Tab
To assign a
new charge to a client click the Add button and double click the selected
service charge code from the master charge list. Master charges must be set up
first, see Billing Charges. Charges may
display additional fields depending on which ERP or accounting integration
module is installed. At a minimum; charge code, amount (local Windows currency)
and charge start date will be displayed.
Assigning a new service charge to a client.
If Standard Customer Billing is being used, then customer users can be selected for each charge.
A default customer can also be selected, which is used for any charges without an explicit customer selected. This includes service charges, work orders, and dispatch jobs.