If a plan code is not used when creating an invoice, will the item’s usage be marked in the application?

Modified on Tue, 12 May 2015 at 04:42 PM

No. The correct plan code MUST be posted on an invoice for the application to track usage. If the incorrect code is used, the correct item must be manually marked used in the application within the Items tab of the Client Summary Page. It may also be necessary to delete the incorrect usage from the plan’s usage history.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article