Billing deals

Highest level and describe the bigger unit, associating all service works, works on projects and it remains active during the whole period of cooperation with customer. Deal can be created in CDESK -> Billing -> Billing deals, button “Add a bill. deal”. We advise you to choose the name of Deal as most general (e.g. service works) or the exact number of contract with customer or the name of specific project. Accounting orders are created under the Deal.

Note: press CTRL+X and predefined names will be offered from predefined texts (you can predefine the names in left menu -> Parameters)

Adding new billing deal

Image: Adding new billing deal

Fill in the field in creation formular. Do not forget to click the save button to confirm changes.

Saving new billing deal

Image: Saving new billing deal