Add and edit project charges
A project's Charges panel lists the one-time charges that bill for it: hardware, materials, a fixed fee line. They usually arrive from a won quote. You can also add one yourself, change one, or remove one you added, without opening your PSA.
Who can
Tenant admins, service managers and project managers. Finance users see the charges and change none. Engineers, account executives and Partner Viewers can't change charges.
Add a charge
- ＋Open the project, then its Quote & charges panel, and press Add charge next to Project charges.
- ＋Fill in the name, quantity, unit price and date. The description and unit cost are optional.
- ＋On an Autotask project, pick a billing code (the same list the won-quote wizard offers). On a ConnectWise project, search for a catalog item.
- ＋Press Add charge. It's saved in Current straight away. Nothing goes to your PSA until you press Send.
Send it to your PSA
When a charge you added, or a change, is waiting, the panel shows a Send to Autotask (or Send to ConnectWise) button. Press it to send everything waiting on that project. If sending is off for your workspace, the panel says so and the charges stay saved in Current.
| Setting | What happens when you press Send |
|---|---|
| Off (the default) | Nothing is sent. The charges stay in Current. |
| Test | Sent only on projects for a company whose name starts with ZZ-Current Test, checked in your PSA first. Use this to try it safely. |
| Live | Sent to the project in your PSA. |
A Tenant admin chooses this in Settings, Projects and time, Project billing, under Project charges you add in Current.
Edit or remove a charge
- ＋Open the charge line on the panel to see Edit and Remove.
- ＋A charge you added that isn't in your PSA yet changes right away. Remove deletes it.
- ＋A charge that's already in your PSA keeps your PSA's figures until you press Send. The panel shows the waiting change beside them, and Cancel change drops it.
- ＋When you press Send, Current reads the charge in your PSA again first. If it has been billed, belongs to another project, or is gone, the change isn't sent and the panel says why.
- ＋Remove is offered only for charges someone added in Current. A charge from a quote can be edited, not removed here.
- ＋If Current couldn't tell whether your PSA saved a charge (it lost the answer), the line says so and Edit is held. Check the project in your PSA first; on Autotask, Send links the charge if it's there.
Other PSAs and Current-only projects
On a project kept only in Current, a charge you add stays in Current. On a HaloPSA, Syncro or Rev.io project, the charges you add here stay in Current too: they aren't sent to those PSAs yet.