...
Choose whether you are applying the charge to an Opportunity, Order or a Service Ticket.
If you select Opportunity, follow the instructions here to reconcile opportunity costs to orders.
Fill in the necessary information from the dropdowns.
Click Add, and observe the charge populating in the lower section of the screen.
...
To delete a previously entered transaction, simply highlight the transaction and press "Delete" on your keyboard.
...
| Info |
|---|
For instances where you need to add a job cost item directly without associating it with a credit card charge, you can easily apply either a commissionable or non-commissionable journal cost. For more details on this process, please see this section. |