Charging for Work Performed

When working on an Opportunity, you can log your work using History Notes or Tasks and Appointments.
Once an Opportunity is won and you wish to bill the customer for the work already performed (usually for actual technical work already performed, not for your efforts to win the sale), you can convert History Notes, Tasks, and Appointments to charges, and bill your customer for the time.

For History Notes this can be done from the History Notes window, by using the More Actions button > New Charge options. Creating a charge this way copies the description and other details from the History Note, and will creates a charge. You can read details in the History Tab section.

You can turn pending appointments and tasks into charges before you set them as Done by right-clicking the task or appointment in the opportunity's Pending tab, and charging it. You can read more details about this in the Pending Tab section.

You can also turn won Opportunities into action items. See more details in the Closing Opportunities section.