How to View and Edit Meeting Services Which Have Not Been Invoiced

There are two locations to view and edit meeting services that have not invoiced yet.

From Billing

Step 1: Click on the billing.

Step 2: This view allows you to view meeting services for all meetings.

Step 3: You can filter this view by client account.

From Clients

Step 1: Click on clients.

Step 2: Click on view next to the client you wish to view and edit.

Step 3: If the client is an organization, you will see the billing tab on the client account level.

Step 4: If the client is not an organization, you will see the billing tab on the client level next to notes.