Work order billing

VTS Activate makes it simple to add charges to your Service Requests when applicable. You will select an existing product or service from your Products & Services catalog and it is then applied to the Service Request. 

To add charges to your Service Requests, navigate to Service requests under Work Orders. 

Select the Request ID of the Work Order to which you wish to add a charge. This opens the request Details.

Navigate to Billing to add your charge. Select + Add product or service to choose what is relevant to your Service Request. There is no limit to how many can be added. 

A pop-up appears for you to select the Type, whether a Product or a Service, the Category, and once the Category is selected, the relevant products/services will appear under Item name. Select a Quantity and then Add. 

Your new Charge will appear and allow you to Submit charge when you're ready.