To edit a charge from the Completion Wizard:
Select the charge from the right side of the Charges page of the Completion Wizard.
Double-click the charge’s row or right-click the charge and select Show Charge Details from the pop-up menu. The Price Change dialog box appears.
Make any necessary changes to the values in this dialog box. If necessary, you can edit a charge's charge type, charge amount, taxes, and if it pays commissions or not.
Click the Description tab.
By default, the product/service's description as defined in the Product or Service Detail dialog box appears. Change or edit this description as necessary.
When complete, click OK. Your edits appear in the Charges page of the Completion Wizard.
Note that, depending on how ServiceCEO is configured, you may see additional information here:
If you have activated the custom fields in the Products & Services Options dialog box, they will appear in this dialog box for all products. See the Defining Products/Services Options section for details.
If you are using Inventory, you can assign an inventory item to inventoried products. See Assigning Inventory Items to a Job for specifics. You can also manually add more inventory items by clicking Add Inventory.
If you are using Service Contracts, the Service Contract Coverage tab appears where you can control how much of this service/product is covered by a service contract.
If you are using Equipment Tracking, the On-Site Equipment tab appears where you can track equipment usage.
If you are using Advanced Billing, click Billing Setup to define or edit the Advanced Billing configuration for this charge. See the Defining Billing Properties section for more.
Back to: The Charges page of the Completion Wizard