In the left navigation pane, click Client Management or Portfolio Management.
In the left-hand column, click Billing. The Billing grid opens.
From the toolbar located above the grid, click the +New Billing icon.
Select the Billing Type using the drop-down arrow. Select from Payment, Billable Services, Service Charge, Adjustment, or Management Fees.
The input fields vary depending on the billing type you select. Required fields are in blue.
Enter billing data in the billing fields. For additional information on these fields, click the Help button from the dialog box.
To save this billing and enter a new one, click Save + New. To save this billing and close out of the dialog box, click Save + Close. You are returned to the Billing grid.