The Billing Tab shows displays all billing information about a client. What information is shown will depend on which ERP & Accounting Integration module is installed. At a minimum; billing address, account no. 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 service charges are
setup from the main Billing menu: Billing -> Master 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.