Task Billing in CA Cloud Desk
Bill tasks by adding billing details while creating a new task, or open an existing task and create an invoice from the Billing tab. After billing is complete, you will see Invoice Added Successfully!
Path
Two ways to bill tasks
Method A — Billing while Creating Task: From the Dashboard, select Task → click the Plus icon (+) and choose Create Task → fill in the Billing section in the task creation form.
Method B — Billing After Creating Task: Select Task from the Dashboard → open any particular task → select the Billing option → fill in invoice details and click Add Invoice.
Method A — Billing while Creating Task
Add billing details directly in the task creation form when you create a new task.
Log in to CA Cloud Desk. From the CA Cloud Desk Dashboard, select the Task module.
Click on the Plus icon (+) and then select Create Task.
While creating a task, you can also do Billing directly from the task creation form. Fill in task details first, then expand Billing and enter invoice type, Invoice Initial, price, discount, and HSN details as needed.
Method B — Billing After Creating Task
Create an invoice for a task that already exists by opening the task and using the Billing tab.
Select Task module from the CA Cloud Desk Dashboard, then select any particular Task.
Select the Billing option from the particular opened task, then click the + icon to add a new invoice.
Fill in the following details of Invoice to do billing after the task — Branch, Invoice Date, Team, Exp. Pay Date, line items (Price, Task HSN, Discount, Description), and Invoice Initial. Click Add Invoice when done. After billing is complete, the popup Invoice Added Successfully! will appear.
Invoice Added Successfully
Your invoice has been added to the task. You can view it under the Billing tab with invoice number, date, amount, and status.