Subscribers can record an invoice that has been received for a case e.g. from a foreign associate or a courier charge.
To do this:
- Go to the Documents tab of a case and upload the received invoice
- Go to the Charges tab and click ‘Add Charge’ in the top right
- Record the Charge User, Amount (if in another currency please see the section on ‘Add Charges in Different Currencies’), Date, Description, Category/Sub-category
- Enter a Paid Date to record when the invoice was paid (this can also be added after the charge has been created)
- Click the Supporting Documents drop-down and select the invoice that has been uploaded to the Documents tab of the case
Note: When viewing the charge later, users can download the supporting document to see which invoice this charge is related to - Optional: In the 'Associated Organisation' field type and select the name of the Associate Location in your Address Book that has sent the invoice to you
- Optional: In the 'Parent Charge' field select another charge on the case to act as the parent (This field is relevant if the client may already have been charged for this work)
- Click ‘Cancel’ to go back or click ‘Save’ to add the charge to the case
- You will be taken to the Charges tab of the case
New charges will not be marked as ‘Billed’ until they have been invoiced. Please see the section on ‘Billing & Invoicing’ for more information on how to do this.
Note: In-House subscribers that record charges in this way do not need to bill the charge.
