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Setup - Billing Client Management

Client Billing Management

Image 1

Step 1: Select the desired Client, Pay Type and Rate Category via the dropboxes.

Image 2
To Add New Client Billing Info

Step 1: Click the [+ Add New] button in Image 1 and there will be a popup as shown in Image 2.

Step 2: Fill up the respective categories with the appropriate details.

Step 3: To save and create more announcements, click [Create & Add More]. Else, to just save and exit, click [Create & Close].

Image 3
To Add New Client Billing Info

Step 1: Click the [Import] button in Image 1 and you will be redirected to the page as shown in Image 3.

Step 2: Click [Browse] to upload locally stored files from your device.

Image 4
To Edit Existing Client Billing Info

Step 1: Click the Edit icon for the specific client in Image 1 and you will be redirected to the page as shown in Image 4.

Step 2: Fill up the respective categories with the appropriate details.

Step 3: To save, click [Save]. Else, to save and exit, click [Save & Close]. Else to remove this entry, click [Delete].

Image 5
To Edit Existing Client Billing Info

Step 1: Click the Delete icon for the specific client in Image 1 and you will be redirected to the page as shown in Image 5.

Step 2: To delete this entry, click [Yes, delete it!]. Else, click [Cancel].