Customers - Financial tab

Service Billing > Customers > Financial tab

The Financial tab of the Customer record contains all the child tabs you need to manage billable items for that customer in Service Billing. Child tabs include:

• Pending Items
• Invoices
• Sales Orders
• Work Orders
• Recurring Services
• Billing Sets
• Resource Rates

As you create financial records for your customers, remember to return to the Financial tab to see the corresponding data reflected in these child tabs.

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