Adding a charge to a customer’s account involves selecting a charge type, entering a description, and selecting billing options.

Step 1 - Open the Charges page

  1. In the Billing menu, click Overview.
  2. Select a customer.
  3. Click Charges.
  4. Click Add Charge.

Step 2 - Select options

Select the following options:

  • Type - The charge type to add. Select an existing charge type, or select (New) to enter a new charge type.
  • Notes - Optionally enter a description of the charge. This will be visible later when billing the charge.

Step 3 - Add charge

  1. Click Add Charge.

Deleting a charge

To delete a charge, click Delete next to it.