This article applies to Lenders, Forwarders and Agentcies Service Items allows you to add new service items fees and tax rates for the purpose of invoicing.
Step 1: Navigate to Settings >> Service Items
Under Service Items there are four tabs:
Service Provider Billing Items
Client Billing Items
Department Billing Items
Tax Rates
Service Provider Billing Items
This is a list of service provider fee options set up by your company.
To learn more about setting up new service item fees, CLICK HERE
Client Billing Items
This is a list of client fee options set up by your company.
To learn more about setting up new service item fees, CLICK HERE
Department Billing Items
This is the list of all billing items for invoicing set up by cost center and GL codes created from your accounting system.
Tax Rates
This a list of all tax rates added for service items
To learn more about adding a new tax rate CLICK HERE.
