Add an invoice case line to an invoice case

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add an invoice case line to an invoice case.

    Antes de Iniciar

    Role required: sn_csm_invoice.agent, sn_csm_invoice.manager, admin

    Procedimento

    1. Open an invoice case In CSM Configurable Workspace.
    2. Select the Invoice Case Lines tab and then select New.
      This opens a new Invoice Case Line form in a separate sub tab.
    3. Add information to the Invoice Case Line form.
    4. Select Save.

      The system adds the new record to the Invoice Case Lines tab on the invoice case record.