Adding Charges to Projects

Projects > All Project > (selected project) > Charges

You can add charges to projects 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 Projects > Project page.
2. Click an existing ticket.
3. Click the Project > 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.
6. Optionally review the Stock Info tab.
7. Enter the following in the Receipts tab.
   • Upload a new file
8. Click Save to save the charge.
9. Click Save to save the project.