Adding Charges to Tickets

Service Desk > Tickets > (selected ticket) > Expenses & Charges

You can add charges to tickets that optionally:

• Are billable or not billable.
• Sells—or provides at no charge—products to your client, decrementing them from your inventory.
• Transfers the products to the client's hardware assets or software assets.

Adding Charges to Tickets

1. Select the Service Desk > Tickets page.
2. Click an existing ticket.
3. Click the Expenses & Charges tab.
4. Click Add.
5. Enter the following in the Charge Info tab.
   • Product
   • Charge Name
   • Status - Pending, Need to Order / Fulfill, Ready to Deliver / Ship, Cancelled. For reporting purposes only.
   • Price Level
   • Purchase Date
   • Purchase Order
   • QTY
   • Price
   • Billable Amount
   • Description
   • Unit Cost
   • Total Cost
   • Billable - Yes or No
   • Create Multiple Items - Yes or No - Selecting Yes for this option splits the total quantity into individual lines, each with a quantity of 1.
   • Optional review the Stock Info tab.
6. Enter the following in the Receipts tab.
   • Upload a new file
7. Click Save to save the charge.
8. Click Save to save the ticket.