Create a task for an invoice case line
task australia Updated Sep 10, 2026 1 min read invoice-ops-create-case-line-task.md
Create a case line task for an invoice case line.
Before you begin
Role required: sn_csm_invoice.agent, sn_csm_invoice.manager, admin
Procedure
-
Open an invoice case In CRM Workspace.
-
Select the Invoice Case Lines tab and then select an invoice case line.
-
Select Create case line task.
The system opens a Create New Case Line Task form in a separate sub tab.
-
Add information to the Create New Case Line Task form.
-
Select Save.
The system adds the new task record to the Tasks tab on the Invoice Case Line record.
38 lines · 1.1 KB
---
title: Create a task for an invoice case line
description: Create a case line task for an invoice case line.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/invoice-ops-create-case-line-task.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Creating an invoice case, Case Management for Invoice Operations, Case management, Organize agent workspaces, Configure, Customer Service Management]
---
# Create a task for an invoice case line
Create a case line task for an invoice case line.
## Before you begin
Role required: sn\_csm\_invoice.agent, sn\_csm\_invoice.manager, admin
## Procedure
1. Open an invoice case In CRM Workspace.
2. Select the Invoice Case Lines tab and then select an invoice case line.
3. Select **Create case line task**.
The system opens a Create New Case Line Task form in a separate sub tab.
4. Add information to the Create New Case Line Task form.
5. Select **Save**.
The system adds the new task record to the Tasks tab on the Invoice Case Line record.
| title | Create a task for an invoice case line |
| description | Create a case line task for an invoice case line. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/invoice-ops-create-case-line-task.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Creating an invoice caseCase Management for Invoice OperationsCase managementOrganize agent workspacesConfigureCustomer Service Management |