Work with accounts and invoices from within billable events

  1. (If you have done so already) Open the billable event you want to work from.

  2. Near the bottom of the dialog box, click Linked Account.

    The Account Link dialog box appears. If the payment responsibility for the event has not yet been linked to an account, only two options in the dialog box are active.

    Once the payment responsibility is linked to an account, all the options in the dialog box are active. The payment responsibility is listed near the top of the dialog box.

  3. Depending on what you want to do, continue with one of the following.

    Note: The tasks below affect the account record with the payment responsibility listed at the top of the Account Link dialog box.