CHIEF’S / BILLING DESK
Customer portal
Restricted workspace
Manager sign in
Email
Password
Sign in
Manager portal
Billing desk
New document
Recent activity
Customer initiated
Quote requests
Documents
New document
Number
Customer
Type
Status
Total
Paid
Action
Transactions
Manual entry
Date
Source
Method
Reference
Status
Amount
Templates
Save template
Create document
Close
Type
estimate
invoice
receipt
Due date
Customer name
Customer email
Phone
Title
Deposit requested
Tax amount
Notes
Line items
Add line
Create document
Manual transaction
Close
Document
Unlinked transaction
Amount
Method
cash
check
card
bank transfer
other
Date
Reference
Note
Record payment
Save current line set
Close
Template name
Document type
estimate
invoice
Title
Notes
Save template
CHIEF’S / BILLING DESKCustomer portalCHIEF’S / BILLING DESKCustomer portal