Add an invoice case line to an invoice case

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add an invoice case line to an invoice case.

    Vorbereitungen

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

    Prozedur

    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.