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Assigning Charge Cards and Charge Windows

Set up automated billing by assigning charge cards and charge windows to customer accounts, then control how charges appear on invoices.

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Applying Charges to an Account

1

Access the Accounts screen

From the left-hand menu, click Accounts to see a list of all accounts.
2

Select an account

Click on the account you want to apply charges to. Scroll down to the Charge Card and Window section.
3

Apply charge card and charge window

From the Charge Card dropdown, select the appropriate charge card. From the Charge Window dropdown, select the frequency (daily, weekly, or monthly). Click Save to apply.

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Setting Charge Appearance on Invoices

In the Charges Appearance on Invoice section (below the Charge Card and Window section), choose how each charge type appears:
OptionDescription
SummaryShows a summary of all charges
Detailed LinesDisplays each charge individually
GroupedGroups similar charges together
HiddenHides charges from the invoice

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Viewing and Managing Charges

From the left-hand menu, click Charges then View Charges to see all accounts and their associated charges. You can:
  • Download Invoice: Download a PDF version of the invoice.
  • Create Invoice: Generate a new invoice that appears in the Invoices section.
  • Show: View all charges ready to be invoiced.