Viewing and Editing Charges
Once created and applied to a Client or Plan, any charges are visible on the account by going to Work and then Charges. Further information on applying a charge can be found here.
Here you can see all the current charges in a table showing details like the type of charge, whether it’s an ongoing or initial charge and the frequency of the charge.
Under the Actions column you can edit or delete a charge from the client’s account using the pen and bin icons respectively.
When a charge is created, it makes an expectation based on the information provided. For example, if you’ve set a recurring charge of £500, every month there will be a £500 expectation.
Expectations can be viewed by selecting the tab at the top next to charge schedules.
As with charges, you can use the edit and delete options under the Actions column to manage these expectations.
Charge Schedules
Here you can see all the current charges in a table showing details like the type of charge, whether it’s an ongoing or initial charge and the frequency of the charge.
Under the Actions column you can edit or delete a charge from the client’s account using the pen and bin icons respectively.
Expectations
When a charge is created, it makes an expectation based on the information provided. For example, if you’ve set a recurring charge of £500, every month there will be a £500 expectation.
Expectations can be viewed by selecting the tab at the top next to charge schedules.
As with charges, you can use the edit and delete options under the Actions column to manage these expectations.
Updated on: 29/09/2023
Thank you!