How to Manage Service Charges

In this article, we'll cover how to manage the service charges applied to services that clients have used, and how they appear in their client accounts and invoices.

Step 1: Navigate to the Client Card

Search for the client's name in the search bar to access their client account.

Step 2: Access Financials 

After opening the client account, go to the "Financials" tab, where you can view the client's invoices.

Step 3: Review the Invoice

Once you open the invoice, you'll find the service charge listed under "Items" beneath the service name. Additionally, you can check if sales tax was applied to the service (if applicable). For a clearer view, you can click on "Preview" in the top right corner. If needed, you can also share the invoice with the client.

Now that you know how to manage service charges, you can easily track and review them in client invoices, ensuring accurate billing and smooth transactions.