Creating Charges for Agreement Line Items Automatically

You can automatically create charges for agreement line items.

To automatically create a charge for an agreement line item

  1. Navigate to the Agreements screen, then the List view.

  2. Drill down on the Name field for a selected agreement.

  3. In the Line Items view, select a line item.

  4. On the link bar, click Charges.

  5. Click Charge.