Customer - Financial - Pending Items tab

Service Billing > Customers > Financial > Pending Items tab

The Pending Items tab creates invoices for billable items for the selected customer record. See Pending Items for more information.

Actions

• New - Creates a new entry you can bill immediately. See Creating an Entry.
• Edit - Edits the summary line of billing entries unassociated with a work order.
• Delete - Deletes a billing line.
• Approve - Approves a billing line.
• Mark as Pending - Marks a billing line as pending. Pending billing lines cannot be invoiced.
• Mark on Hold - Puts a billing line on hold.

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