> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Set Charges to Accounts

> Assign charge cards and charge windows to customer accounts and control how charges appear on invoices.

## 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.

### Applying Charges to an Account

<Steps>
  <Step title="Access the Accounts screen">
    From the left-hand menu, click **Accounts** to see a list of all accounts.
  </Step>

  <Step title="Select an account">
    Click on the account you want to apply charges to. Scroll down to the **Charge Card and Window** section.
  </Step>

  <Step title="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.
  </Step>
</Steps>

### 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:

| Option         | Description                       |
| -------------- | --------------------------------- |
| Summary        | Shows a summary of all charges    |
| Detailed Lines | Displays each charge individually |
| Grouped        | Groups similar charges together   |
| Hidden         | Hides charges from the invoice    |

### 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.