Bills are automatically generated at the end of the bill cycle of the respective contracts. You can access all bills against all accounts in Billing module. To generate bills manually: 1. Go to the Billing tab and then click Generate Bill. 2. Now, ...
View or edit bills
You can perform various bill-related action from the bill list view. To access it, click the Billing tab on the header pane. To view the details of a bill, click edit icon against the desired bill. To edit the bill, click the edit icon beside ...
Contracts and Billing - Introduction
You can create billing contracts based on flexible support plans and charge your customers accordingly. Contracts are managed under Contracts module. You can also manage contacts from the accounts details page. You can manage contract bills and ...
SAML Authentication Security Assertion Markup Language(SAML) brings an easier alternative to conventional sign-in methods already available for online services. Users will no longer have to provide passwords specific to each service they access. ...
Accessing the Records
List View This is the default way to access records including requests, tasks, solutions, accounts, contracts, bills, contacts, and products. In this view, all records of similar types are listed in a table format. List view allows you to search ...