Money on a case

Prices, payments, invoices and refunds, kept with each case.

Steps

1. In Settings, under Money, set your currency and VAT.
2. A service's price and plan become the case's payments due.
3. Record each payment on the case's Money tab; invoices and receipts follow.
4. A refund is signed off before it is paid back.

Where to go in the app

Open these from the menu on the side of the app:

• Money
• Settings

The same guide is in the app, under Help and support.