Quickly Setting up new Charges

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Creating new charges for a Ticket is the fastest way to create Charges. A Ticket is already linked to an Account and sometimes also to a Contract. When Creating a Charge for a Ticket (from the Ticket window), the Account and Contract are automatically copied into the Charge Details Window from the Ticket details, which will speed-up he process of creating a new Charge.
 

1.Open the New Charge Window (from the Ticket window)
2.Select the Item to bill and the quantity.
3.Save

 

 

This process can be simplified even further when default Items are selected for the Contract, eliminating the need to select an Item for the Charge.
 

Note that if you create a new Charge from within the Timer window, and use the Timer from within a Ticket window (using the Tickets > Tools > New timer), the new Charge will already be linked to all the Ticket details (Account and contract) as well.