This article outlines how to use the 'Related Charges' option in the left hand menu of the Charges tab.
Note: Users will need to contact our Support team to enable this feature.
The 'Related Charges' option allows you to link charges together so that they are grouped as one line item in an invoice.
The 'Related Charges' option allows you to link charges together so that they are grouped as one line item in an invoice.
- Open a case and go to the Charges tab
- Click on 'Related Charges' in the left hand menu
- A list of unbilled charges on the case are available
- Click and Drag any secondary charges and Drop them on the primary charge
- Click 'Update' at the top to save the related charges
When viewing the charges on the case, an 'i' symbol is displayed next to the secondary related charges.
At the billing stage, any charges that have been related will appear as one charge item (with the amounts and descriptions merged). The related charges will show as one line on the invoice:
There is an optional feature to hide certain charge descriptions from the client invoice. Some subscribers use this to remove the descriptions of secondary related charges so only the first charge description is displayed.
To hide a charge description from the invoice you would need to add '#' at the beginning of the description. More information about this can be found here.
In the billing wizard and invoice, only the text of the primary charge is displayed. The amounts of the related charges are still summed into one total.
