Customer - Financial - Pending Items tab

Service Billing Operations > 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

• Adjust - Creates a new adjustment 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 on Hold - Puts a billing line on hold. Once an item is on hold, it can be approved or deleted.