CRM System Help Docs CRM System Help Docs

Steps to Create Billing Information for Worklog

Steps to Create Billing Information for Worklog

CRM System Help Docs

1. Click on the Request Module on the left-hand side of the Service application dashboard.

2. Access the drop-down list and click on View Request.

CRM System Help Docs
CRM System Help Docs

3. In the Request list page, click on any request to access its detailed information.

CRM System Help Docs

4. Under the Related list in the detail page of a request, you can view Worklogs of that request.

5. Click on the Action button of Worklogs to create a Worklog.

CRM System Help Docs
CRM System Help Docs

6. In the Worklog, click on billing information related to it.

7. Click Save.

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