Creating Charges for Service Requests Automatically

To automatically create charges for a service request, the service request must contain billable data. For more information about recording billable activities and orders for service requests, see Associating Activities with Service Requests (End User) and Creating Orders for Service Requests (End User).

To automatically create a charge for a service request

1. Navigate to the Service screen, then the Service Requests List view.

2. Drill down on the SR number (#) field for a selected service request, and click the Charges view tab.

3. Click Auto Charge.