Add a charge

To keep track of customer payments on a project, for example, when they pay a deposit or the remaining balance for their system, you can add a charge.

Steps:

1. Go to the project record, find the Charges table, and click Add charge.
2. Add the charge details.
3. Click Charge.

Outcome:

• The Total charged and Remaining balance amounts will be updated.
• The charge will appear in the Charges table. To remove it, you can click the 🗑️ icon at the end of the row.