Billing

The Billing section offers a comprehensive view of various financial aspects associated with leads. It covers essential details such as duties, taxes, and carrier charges, providing users with a clear overview of financial responsibilities. This feature streamlines the management of billing information, allowing users to efficiently track and manage financial transactions related to lead orders.

Update Billing & Payments

1. Begin by accessing the display of all leads.

2. Click on the Lead file to open its file for editing.

3. Scroll down and click the Billing section.

4. Click Edit button.

5. This action will open the Billing & Payments window, where you can modify the services details as needed.

6. Click Save button.