FAQs – Ultimate

Open the Invoice page; Click on the ‘red’ icon at the top of the invoice to detach it from the billing file. The service request containing the charges from the detached invoice will have its status reverted to “Ready to Bill”. The charges will be included in a new invoice when you create a new billing file.

Open the Invoice page; Click on the ‘dollar sign’ icon to the right side of the charge name; Click on the small ‘x’ icon next to the amount of the charge:

Open the Core page.Click the ‘Billing’ tab.Click the ‘Create New Billing File’