Entering Charges

Use Billing > Enter Charges for individual billable activity that should be posted to a customer account.

Enter a charge

  1. Select the customer.
  2. Select the property or service location where applicable.
  3. Select the assigned Service or appropriate charge item.
  4. Enter the charge date.
  5. Review or set the amount.
  6. Add a memo or description if needed.
  7. Post or save the charge.

Billing Manager also supports special or custom charges where appropriate. Review the customer, location, description, date, and amount carefully before posting.

Important: If the same work is already represented as a Scheduled Visit for Monthly Billing, do not also enter it manually as a separate Charge unless it is intentionally a separate billable item.

Correct posted charges

Posted Charges are financial history. Corrections should normally use the supported reversal workflow rather than deleting or silently changing posted historical activity.