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SecurityTrax

How to Manage Invoice Billable Items

To view all invoice billable items

  1. While logged in to SecurityTrax, click on Admin on the top navigation menu.
  2. Select Company Settings from the Admin dropdown menu.
  3. Click Invoice Billable Items in the Content Management section.

 

To create an invoice billable item

  1. Click on Add on the top right corner.
  2. Fill out the required fields and any other information desired.
  3. Click Save.

 

To edit/view an invoice billable item 

  1. Click on the Edit iconScreen Shot 2018-07-30 at 4.08.19 PM.png on the invoice billable row.
  2. Make any desired changes.
  3. Click Save.

Note: If no changes were made, you can exit by clicking the Close icon Screen Shot 2018-07-31 at 1.23.01 PM.png.

 

To sync equipment

  1. Click on Sync Equipment.
  2. A confirmation message will display the completed sync.
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