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How to Manage Invoice Billable Items

To view all invoice billable items

  1. While logged into SecurityTrax, click on your Company Name or the Hamburger icon Screen Shot 2019-07-09 at 1.29.49 PM.png in the upper-left header.
    • Note: Once clicked, the hamburger will change to Screen Shot 2019-07-09 at 1.30.41 PM.png.
  2. Under Admin, click Company Settings.
  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 anywhere on the row of the desired invoice billable item.
  2. Make any desired changes.
  3. Click Save.

Note: If no changes were made, you can exit by clicking the Close iconScreen 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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