Creating a Surplus Invoice from the Client Search Screen

1. Navigate to the Client Search screen. Main Menu > Client 2. Select the applicable Search Filters to display the client(s) using surplus billing. 3. Click Refresh. 4. Select the client(s) from the search results. 5. Right-click to open a pop window. 6. Select Surplus Billing.
7. Enter the surplus billing information. 8. Click Create Invoice.
9. Click OK.

• Zendesk Designer.5.log-1117815581.zip10 KB