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 cards and invoices.

Step 1: Navigate to the Client Card

Search for the client name in the search bar to access the client card.

Step 2: Access Financials 

After opening the client card, navigate to the ''Financials tab'', where you can view the client's invoices.

Step 3: Review the Invoice

Once you open the invoice, you will find the service charge listed under ''Items'' beneath the service name. Additionally, you can check if VAT 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.