Billing
- Overview of Billing As a core administrator, you will be able to bill your customer for all charges i...
- View Charges The "View Charges" button is found on the Billing tab. The "View Charges" button ...
- Creating a New Billing Event Note Due to occasional system delays, the progress bar might take a few moments t...
- Billing Errors When creating a billing event, you may receive a billing error. Billing errors ca...
- Managing Invoices Creating a billing event will automatically generate new invoices. Using the invo...
- Detached Invoices There are times when an invoice is waiting for updated payment information, or ha...
- Invoice Disputes Principal investigators, financial managers, and core administrators may dispute ...
- Refunds Sometimes after a service is invoiced, charges are found to be incorrect and need...
- Applying Taxes The types of taxes and their applications on products and services is defined by ...