|
You can add new Charges from the Tickets, Account or Contracts windows:
| 1. | Open the New Charge Window from one of the following optional places (creating Charges from Ticket is recommended): |
| • | The Tickets window, Charges Tab > New button. |
| • | Ticket Window, More Actions > New Charge. |
| • | From within the Timer window, click the Add a New Charge icon. |
| • | On Commit's Main menu go to File > New > Charge. |
| • | On the Charges main window go to the New button. |
| • | The the Account window go to the Charges Tab > New button. |
| • | On the Contract Window go to the Charges Tab > New button. |
You can also add new Charges through the Commit Web Interface
| 2. | Fill in the Account (this will be automatically filled when creating the Charge through the Ticket or Account window) |
| 3. | Optionally, fill in the relevant Ticket (this will be automatically filled when creating the Charge through the Ticket) |
| 4. | Fill in the Contract if you are using a Contract for this Ticket/Account. Using Contracts is optional, since you may choose to use the system's default Contract instead. |
| 5. | Select the Item to be charged. |
| • | If the Item does not exist yet – Click the + button and add a new Item |
| • | If the Contract has a default Item defined, then this is selected automatically (see Contract Fields) |
| 6. | Fill in the Quantity and Rate/Price (the rate may already be filled in when selecting an Item with a pre-defined rate). Note that the rate may be fixed, or set by the employee-rate. |
|