There are several options available when
viewing the equipment and services related to a record. At the top of the Equipment and Services pane
is a dropdown box click on the arrow to select the statue that you want to
view, you can choose from one of the following statuses:
Active Charges –
displays a list of the active equipment and services in your billing
cycle. This will be mostly recurring
charges. After charges are billed, they will be moved to the inactive charges
Inactive Charges –
displays a list of the equipment and services that have been billed for, this
will be mostly one-time charges.
displays a list of the equipment and services that has not been deleted. If you
do not do any sort of billing this list will be the same as the active charges
displays a list of equipment and services that have been deleted, with a delete
date on the record. Any equipment or
service that was deleted permanently (with no delete date) will not appear in
any list as it no longer appear in the system.
All – displays a list of
the equipment and services related to the record regardless of status.
Next to the status dropdown box are two
checkboxes, one for equipment the other for services. They are both checked to indicate that you
want to see both equipment and services within the list. To only view equipment or services click on
the box to remove the appropriate checkmark, the list changes to display your
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