How to add a charge to the invoice?

Created by Shaikh Mudassir Khalid, Modified on Wed, 20 Dec, 2023 at 10:47 AM by Shaikh Mudassir Khalid

Click on the option ‘Finance’ from the left navigation bar.
Click on the option ‘Invoicing’.
Locate all the invoice summary data at the mid-section of the screen.
Select the invoice and click on the plus ‘+’ icon. Type in the desired note.
A dialogue box will populate on the screen. Select the charge type from the dropdown list ’Select Charge’.
Type in the code in the field ‘Code’.
Type in the description in the field ‘Description’. Select the metric from the dropdown list ‘Metric’.
Define rate by selecting a value from the field ‘Rate’. Click on the plus icon ‘+’ to add any additional charges to the invoice.