Charges capture services provided and products dispensed as part of the billing process. These charges are then added to invoices as billing line items.
Add a Charge
- Go to Case Files.
- Select a case file.
- Navigate to Billing > Charges.
- Click + Add Charge.
- Ensure the correct Service date is selected.
- Select a Billing item.
- Modify the Item description and other billing details as needed.
- Select a Billing provider.
- Click Save.
Edit a Charge
Note
Only unbilled charges can be modified. Charges that are already connected to an invoice cannot be edited.
- Go to Case Files.
- Select a case file.
- Navigate to Billing > Charges.
- Click Options > Edit for an unbilled charge.
- Make the necessary changes, then click Save.
Delete a Charge
Note
Only unbilled charges can be deleted. Charges that are already connected to an invoice cannot be deleted.
- Go to Case Files.
- Select a case file.
- Navigate to Billing > Charges.
- Click Options > Delete for an unbilled charge.
- Click Delete again to confirm.