Need to make changes to or remove an existing billing contract? You can edit most parts of the billing contract as needed, as well as delete one with a handful of clicks. Just follow the steps below.
Step-by-Step Guide
First, navigate to the Billing section of Logiwa IO. You can view change logs, show details, edit, and delete the previously created billing forms via this screen.
Edit
Find the contract you wish to edit and click the 3-Dot menu, then select Edit. You can also select the contract's name to view details.
If needed, use the Filter button to filter your billing forms.
There are 4 different actions you can handle on the edit form:
Edit the billing form
Create a new fee
Edit an existing fee
Delete a fee
Edit the Billing Form
To edit a created billing form, simply click on the Edit icon. Please keep in mind, the warehouse and the client selections cannot be modified.
Create a New Fee
Creating a new fee follows the same steps as when creating a billing contract.
Edit an Existing Fee
To edit an exiting fee, click on the Edit Form icon in the upper-right corner. The edit form will automatically expand over the fee list, and the screen will also auto-scroll to the edit form.
Delete a Fee
Deleting a fee is also possible through this screen. Click on the X icon on the upper-right corner of the billing fee.
Summary
Check the summary section of the billing fee to view your existing fees.
When finished, make sure to click Save to record your changes.
Delete
Find the contract you wish to edit and click the 3-Dot menu, then select Delete.
You can also multi-select billing reports and click the Delete button on the top bar.
The system will display a warning message before you can delete the billing contract. Choose Yes to continue.
You will receive a confirmation message once the billing form has been deleted.
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