Moving Billable Charges

If a Billable Charge was created under the incorrect company, the following steps can be taken to move the billable charge to the correct billing company.

1. Navigate to the associated Job record.
2. Update the Company associated with the Placement to the correct billing company.
3. Save the Job record.
4. Navigate to the associated Placement record.
5. Update the incorrect Billing Profile to the correct Billing Profile.
6. Save the Placement record.
7. Navigate back to the Billable Charge you want to update and click the Binoculars icon next to it.
8. Select the correct Billing Profile on the slideout.
9. Save the record.

Your Billable Charge will now reflect the correct company and you can now invoice as usual.